By: Susan Taylor, FSCL

Duration: 54:38

This webinar also offers an optional quiz that will award an additional 0.5 of CPD.

FSCL have seen a number of complaints in recent times where the underlying cause has been that the adviser or broker hasn’t fully understood their client’s particular needs or business. This has led to a client having unrealistic expectations about the extent of their insurance cover or the wrong type of cover in place.

In this webinar, Susan Taylor will talk about the importance of really knowing your client and will talk through some recent case studies and the lessons learned.