How to Take Perfect Instructions – Online via Teams

Whether you are new to the industry or an experienced estate planner, this course will boost your instruction-taking to a new level. It covers the single most important skill in instruction-taking and how to improve it; the two points at the heart of all client communication; how to be certain you have all the information you need; what stops accurate advice being given to clients; and how to transform the client experience and increase referrals.

Professional negligence is a worry for any estate planner, but it need not be such a concern if instruction-taking is correct.