Co-operative Bank Financial Advisers case study

In order to ready themselves for the new millennium Co-operative Bank Financial Advisers (CBFA) redefined their service vision. A long term relationship with the client became the key component of their new sales and service philosophy. We worked with them to develop a three-day sales programme that explored relationships and behaviours, incorporating IFA practices. This programme also included a one-day follow up event where the group shared learning and received further coaching. Shortly after this training, CBFA won a National Training Award - due in part to the impact of this training.





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