Forthcoming events
This month
PFS - Finessing your First Meeting & 7 Rules of Readability - 18th November 2025 Face to Face with lunch included
Overview: First meetings are brimming with potential. A new relationship, new problems to solve and hopefully much reassurance to offer. But many financial advisers and planners misunderstand how trust is earned. This can lead to lower conversion rates and missed opportunities. In this practical workshop, we’ll spend time finessing your first impression, asking great questions and learning to listen.
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