CPD Webinar: SURE: A new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!!
Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice!
That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
Wed 10 Jul 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
In Person CPD Event: Building rapport in a hybrid world
Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst
sharpening your capacity to influence others.
Whether we are working with prospects, existing clients, the insurance market, co-workers, or
other stakeholders it is essential that we can quickly establish [and reestablish] rapport.
Rapport also plays a role in building a wider
relationship of trust.
Wed 28 Aug 12:00 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
CPD Webinar: Advanced Marine Cargo Insurance
If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare …
We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role.
However, it’s always useful to expand knowledge and ‘see the bigger picture’.
This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.
Wed 18 Sep 12:00 pm – 1:00 pm
Alan Hornby, Chartered Insurance Practitioner,
News
Insurance Charities Awareness week
The Insurance Charities annual awareness campaign is taking place from Monday 24th June until Friday 28th June 2024.
Mon 17 Jun. 2024
President's Message
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Join online »PFS Summer XCHANGE 2024 - Real World Opportunities Durham
Welcome to Real World Opportunities – the second series of events within the 2024 XCHANGE programme. Join us for a host of insights into The Budget, AI, Technology and Sustainability – all with the purpose of sharing multiple real world planning opportunities with you.
Come along to hear from a host of speakers and subject matter specialists including:
Sarah Adekola, Carla Brown, Derek Mills and Tony Wickenden
Thu 13 Jun 8:30 am – 4:55 pm
Ramside Hall Hotel and Golf Club