A pragmatic approach to implementing best practice advice processes, taking into account lessons from litigation & complaints, and “real world” work & client pressures.

Content:

• we will discuss the 6 step advice process in sequence, and
• talk through issues that have arisen for advisers, and,
• suggest practical remedies which do not compromise best practice processes

The running of this workshop is subject to minimum attendees.

No refund will be given if you choose not to attend within 7 days of the event.