Adviser Development and Accreditation

We recognise the all too familiar dilemma – you need your up and coming advisers to develop beyond product knowledge alone so that they can reach their true potential for both the success of your business and of course themselves.

Then there is the issue of treating the customers fairly and meeting your regulatory commitments. This all takes valuable time, which is hard to find, and of course the skills to get the messages across and change behaviours and approaches.

By bringing together our experience plus people development and regulatory skills we provide a solution which can meet your needs.

So if you want something you have not got – do something you have not done – start by contacting us and let’s move your business and people forward and provide the development and accreditation they need.     

Protection Sales Workshop Launched

Protection sales is a forgotten or indeed unlearned art for many and in our view too many clients are badly served by lack of protection sales.

Our Fully Protected Client workshop    

These one day workshops are open to firms and individuals across all UK regions. Its aim is to create a mindset among mortgage advisers that it is their duty under the TCF principle to identify all related protection needs when advising clients on their mortgage decisions.

 This unique training course provides mortgage advisers with the dual benefits of a new set of selling skills geared to maximising protection together with a fully compliant advice and sales process.

Our training team includes people who are from the pinnacle of protection sales training.

Contact us to book a course stuart.whant@insynergiuk.co.uk