7 Sep 2012
Thursday 27th September 2012 10:00 to 16:00 The Westminster Suite, IOD The HUB, 35 New Broad Street, London EC2 1NH
Delegates participating in this workshop can claim up to 5 CPD hours towards the CII member CPD scheme
The Retail Distribution Review (RDR) is a reality and will herald a new dawn for the retail financial services industry.
If you want to ensure client trust and loyalty and are concerned at the effects of regulatory change, then you need behavioural skills that succeed.
Do you have a system for understanding, exploring and applying behavioural economics and judgmental biases to ensure relational risk is managed and clients value your services? Do you have a system to ensure clients will remain loyal and trust your services? Not sure how to create one?
Join us on 27th September and you’ll learn exactly how to create your very own Better Client Relationships programme - and how to make it work. This half-day CPD workshop takes you through the process step by step. By the end you’ll have a solid, workable system AND the motivation to make it happen.
“I thought the workshop was really good. I came away with some very useful ideas. I’ve attended much longer, expensive seminars in the past and have left feeling as though I’ve done all the work for not much benefit. A very different feeling here. My overall evaluation: Excellent.” Carol Hunter Relationship Manager Myddleton Croft ltd.
What’s included on the day…
Who is this event for?
BONUS GIFT: All those attending will receive a free copy of Chris Davies’s latest book ‘Winning Client Trust: the Retail Distribution Review and the financial services industry’s battle for their clients’ hearts and minds’ worth £13.99.
"Winning Client Trust explains exactly how to place the client at the heart of the financial services industry for the benefit of both businesses and customers" Mike Harris Chairman of Garlik and founder of three icon brands - First Direct , EGG and Mercury One to One.
“I would like to thank you. For anyone who wishes to develop themselves, and appreciates that fellow workers can instrumentally assist in this process if approached in the correct way, then I can do no better than recommend Engage and the system they use. A very professional presentation backed up by the knowledge and direction that will take any leader along the right path.” James Percy-Caldwell CEO Aisa Ltd.
If you want to get the motivation you need to turn loose ideas into solid results – eliminate the confusion around what to do in readiness for RDR - learn and contribute with other business professionals facing the same challenges as you, then…