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- PA 3.04 - Transactional vs Relational
PA 3.04 - Transactional vs Relational
The difference between a transactional adviser and a relational adviser.
File Type: MP4 video
Duration: 2:25 minutes
Filesize: 49MB
This video introduces the concept of relational advising and advocates focussing on the client rather than the next product sale. As clients age, trust becomes a key component of the relationship. Most post retirement services are relationally focussed and do not have a direct link with product sales. This requires a change in the mindset of the transactional adviser.
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