Let's get to the point. If you messed up a client's affairs in some way, would you: a) take the wra...
Let's get to the point. If you messed up a client's affairs in some way, would you: a) take the wrap for it; b) blame the product provider; c) blame the client; d) lie and pretend it didn't happen? I think this is what TCF is all about - how you deal with complaints from clients. Recently, I heard of one adviser who had written out a cheque for over £20,000 for a client who had been disadvantaged because of a valuation error by a life company. Rather than make the client wait for the correct sum to be paid out - which would have taken months - the adviser paid it himself and...
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