Trust – building trustworthiness and trusted advisor status

Online
Thursday, 28 November 2024
12:00 pm – 1:00 pm (UK time)
    • Nick Thomas, CEO, Nick Thomas & Assoc

Description

In the insurance industry, in particular, we often focus on developing our technical skills, and our product and service knowledge in the belief that this alone will be all we need to win new clients, and then provide great service to existing clients. But of course if the prospect does not ‘trust’ us sufficiently we are unlikely to be appointed in the first place, and if our clients don’t trust us, it will be more difficult for us to bring value, and our position will be constantly under threat. This session focuses on the importance of Trust in prospect and client relationships, and how to build it.

Learning Outcomes

  • Understand the importance of Trust with particular reference to winning new business and client retention and growth
  • Understand how to build Trust
  • Explore how we can apply these principles to our own roles and situations
Venue
  • Online

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Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Perth and Dundee, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.