IFAonline.co.uk, in association with Threadneedle Investments, has put together a series of short videos to help you make the most of your time with clients. This time: How to plan a client meeting
According to rogenSi's Terry Reynolds, there are four types of client: Expressive; Analytical; Amiable and Direct Driver.
And, in this final video of the series, he explains how you can prepare for each type.
What is The Outperformance Series?
These videos are put together by rogenSi, a global consultancy for exceptional performance, helping leaders and their teams deliver results in three of the hardest areas:
In the final video in the series, Terry Reynolds explains how to plan for a client meeting
• Inspiring Change
• Driving Sales Growth
See more videos HERE
For more information please email [email protected]
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Introduction to group risk – Part 6
'A gentleman who will be dearly missed'
Available as of 5 December
Our video series continues