Sort by:
Supporting Customers Through Bereavement and Terminal Illness Reviews
Showing 4 star reviews : View all 13 reviews
Maggie M, 11 Sep 2023
Good resources provided and good chat with other advisers on strategies.Response : Maggie, thank you for taking the time to leave feedback. I am glad you found the resources useful and that the day generated some good discussions around strategy with other advisers.
Gail M, 04 Sep 2023
Excellent trainer and course. To be honest I have been on a few courses relating to this topic in my last job but this one accurately summarised what the others took a few days to do. Thank you.Response : Thank you for your positive feedback Gail. I'm so pleased you found the course useful.
David G, 27 Jan 2022
The course was a very good insight into exactly what people are going through when they lose a loved one and how much stress and pressure that they are under to get everything done in such a short amount of time.... I feel that this insight will benefit myself when speaking to people regarding these situations as I will understand more what they are going through and how we could assist them during that timeResponse : David, thanks for your feedback. It's great to hear you found the course insightful and will be beneficial to you with future customer conversations.