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Engaging with different client types

structured-cpd

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Engaging with different client types

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Key Takeaways

  • Understand the four main personality types
  • Understand what their main differentiators are
  • Learn how to recognise the different client types
  • Understand the drivers for different personality types  
  • Learn how to adapt to different client types 
  • Find tips for engaging with each personality type
  • March 2024
  • 45mins
  • structured CPD
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Engaging with different client types

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Course Lessons

To claim your structured CPD complete the following article

structured CPD

Recognise different client types

As you encounter prospects, you should recognise different personality types to understand what drives their decision-making.
1
2024-04-12 06:00:00
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structured CPD

Understand and adapt to different client types

Advisers need to adapt their approach to be relevant with all client types.
2
2024-04-12 06:00:00
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5 March 2024
Engaging with different client types
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Engaging with different client types

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