Managing Private Clients in Difficult Markets
BackgroundIt is easy to manage Private Clients in bull markets. Unfortunately the recent market decline and financial crisis has made many Private Clients nervous and irritable and prone to go elsewhere. Everyone or anyone is to blame but themselves.
How can Front Office staff in Financial Institutions deal with this situation? How can clients be retained and given a measure of satisfaction? This one-day course using examples and cases suggests some answers.
The Philosophy of the Relationship with the Client
-A Partner not a Selling Situation
Identifying the Real Needs of the Client
Identifying Problems in the Client Relationship
What To Do When a Relationship is in Danger?
How To React to Criticism?
Documentation and its Importance
Numerous examples and cases will be included
Investment Education PLC