A successful client meeting involves preparation, well-honed interpersonal skills and adherence to compliance procedures. All of this may come naturally to some advisers. However, for most, conducting a successful fact-finding meeting is a skill that will be acquired and developed over time.
Required
•Discuss how to prepare for a successful fact-finding meeting.
•Explain the legal basis for using a fact find the document.
•Outline the elements of a successful fact-finding meeting.

Answer rating: 100% (QA)

Factfinding is de facto all about lecture people I actually believe this type of training goes to assist improve their communications skills and their ability to interact with all sorts of individuals ... View the full answer