Did you know that just one word can mean the difference between our recommendations passing Compliance first time, or not?
When we're writing our client recommendations, even one word being missed or added in the wrong place can mean that we don't pass Compliance.
Watch this short video to discover one word which is very important and to learn from a real example.
How can you learn all the words that are so important?
How can you get that first pass from Compliance and protect yourself from any future complaints?
You need to make sure you get structured training on not only the protection products, but also on everything it takes to be a good adviser, including best practice and compliance.