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Skills when Dealing with Vulnerable Clients Workshop

11 & 12 June 2024, 09:30 - 12:30 (UK)

Online Training Workshop

Two half-days Workshop

This online workshop will aim to help you to understand and develop your communication skills when dealing with vulnerable clients.

Advanced skills to engender trust, step into the shoes of your vulnerable customers, encourage a conversational fact-find and coach their challenges in their time of need

Members: £249
Non-members: £299

booking form link

What will I get by attending the course? 

  • The Programme will help you master your ability and confidence in handling particularly vulnerable customers by using some of the latest communication methods and techniques to build empathy, trust and engagement.
  • A deep dive into the Neuro-Linguistic Programming (NLP) Toolbox - an ingenious collection of communication and people skill tools to enhance client interaction. Factfinding, rapport building and listening to a client who has recently been through a traumatic life event, is always a challenge for us, who may never have experienced such trauma themselves.

Who should attend?

This Workshop is suitable for anyone in the financial services sector, who engages with customers and clients online, on the phone or face-to-face.

It has specific value to frontline advisers in the insurance and financial services sector - Mortgage, protection, financial advisers,  and later-life lending advisers.

Course Overview

This two half-days online interactive Training Workshop, will help you to develop skills to engender trust, step into the shoes of your vulnerable customers, encourage a conversational fact-find and coach their challenges in their time of need.

The workshop will cover:


Method of delivery

The Training workshops will be delivered onlineover two half-days, via Zoom, on 11 & 12 June 2024, 09:30 - 12:30 (UK).

Delegates must ensure they can access the online workshop through Zoom.

You'll be expected to be fully ready online - camera, microphone and a space where you can interact with your Trainer online.



Paul Archer

Paul Archer is a renowned financial services sales expert nine times published author, Paul will share with you the latest techniques that are very relevant for the modern consumer.

Paul Archer 40 years in financial services as a salesperson, sales manager, training manager and independent sales consultant to hundreds of insurance firms in the UK, USA, Middle East and Far East.



At the end of this course, you will receive a certificate of attendance from the Chartered Insurance Institute.




How to book

To register for this course, please complete the below form: 

booking form link

For enquiries about this course, please email to:


Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.