CPD POINTS: 0.25

19.95

Steve has seen first-hand the advisers that are excelling at satisfying customers and displaying value. They all have something in common: through the pandemic, they saw satisfaction from their clients skyrocket due to communication, stepping up engagement strategies and providing support to their clients that really needed help. This session explores best practice case studies of those who have come out on top during a time of crisis:

• The need for advisers to assist clients and create a positive impact on their mental health
• New advice industry norm for client communication including when and how you communicate
• Key steps for client retention and growth of your practice through increased engagement

CPD allocation – accreditation number: 22780