1.1.1 Identify ways to convey a professional and reliable approach to customers' needs and enquiries.
Being prepared and communicating to your client is an important part of the role of an advisor.
- Arrive on time and bring your smile
- Ensure you have all your equipment, and it is good working condition
- Ensure you have your paperwork printed and well organized
- Communicate about your processes before you begin to help set expectations
- Don't rush yourself or your client through the paperwork