The insurance advice industry is often the subject of criticism for focusing on commission/income and not on their clients’ needs.  Brokers and advisers can be seen as salesman and not financial advice providers and often it is hard to demonstrate this to a client.

In this webinar Trevor will discuss what are the perceived differences (from a client’s perspective) between providing advice and selling insurance cover and how a good advice process can protect the adviser/broker and promote the value of the provision of financial advice.  The session will also cover the dangers of ‘quick’ advice and will include a case study.

Discounts are available for group bookings.  Please enquire. 

The running of this workshop is subject to minimum attendees. 

No refund will be given if you do not notify us prior to the start of the event.