Knowing your client is crucial to helping them achieve their goals and ambitions. Quality fact-finding, presentation and review meetings enable you to provide your service to high standards. I observe live client meetings discreetly to support you with this in a responsive and positive manner. My presence is always unobtrusive, though I will provide honest and constructive feedback after the meeting.

In my live observations, I’ll give you feedback on body language, tone of voice and client engagement. These core skills are often overlooked, but they can be key to achieving successful client responses to your questioning.

If you want to meet your annual FCA fit and proper requirements and deliver the strongest outcomes for your clients, flexibly and cost-efficiently, get in touch.