At Lyndhurst we endeavour to offer consistent advice from all of our independent financial advisers. In order to achieve this goal we have regular training sessions and open discussions with our consultants to offer the best possible advice using the most effective techniques. This includes effective data collection in order to recommend the most appropriate products and solutions, structuring client meetings, maximising adviser time with clients to discuss long term goals and objectives, streamlining administration and gathering client feedback which we all value .
Therefore today from 1pm – 5pm our consultants will be attending a training session and will be unavailable during this period. However all our support staff will remain on hand to deal with any questions and should something urgent arise they could contact your consultant during this period.
Thank you for your understanding during this training session, I sincerely hope that the benefits of holding such days will be passed back to you all as clients of Lyndhurst in the longer term.
Kind regards
Adam Cook
Head of Operations
Tags: Training
Entries (RSS)