A successful client meeting involves preparation, well-honed interpersonal skills and adherence to compliance procedures. All of this may come naturally to some advisers. However, for
A successful client meeting involves preparation, well-honed interpersonal skills and adherence to compliance procedures. All of this may come naturally to some advisers. However, for most, conducting a successful fact-finding meeting is a skill that will be acquired and developed over time.
Required
•Discuss how to prepare for a successful fact-finding meeting.
•Explain the legal basis for using a fact find the document.
•Outline the elements of a successful fact-finding meeting.
Step by Step Solution
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Factfinding is de facto all about lecture people I actually believe this type of training goes to assist improve their communications skills and their ability to interact with all sorts of individuals ...
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Step: 3
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Authors: Tracie Nobles, Cathy Scott, Douglas McQuaig, Patricia Bille
11th edition
978-1111528300, 1111528128, 1111528306, 978-1111528126
