On Thursday 20th of July the Clear Financial Sales Team attended their bi-annual sales and training day.
With a full house, we had guest speakers from Standard Life, Wealth Options, ITC and RCSS, covering compliance training and a range of product updates.
Our training days are designed to keep our financial advisors up to date with new products and regulation so they can give you, our clients the best service and advice possible. We hope you can see this in your relationship with our advisors.
A special thank you to our key speakers B. Ashby – Wealth Options, M. Leavy – Standard Life, N. Crowley – RCSS and J. McGovern – ITC. Also thank you to the Maldon Hotel for their facilities on the day.
We continue to invest in the service we give to our clients by facilitating the growth of knowledge in our staff.