on Life, Investments, Retirement products with a view to upgrades.
the client's time, Incorporates client's point of view, Provides relevant context, Confirms understanding
the client's time, Incorporates client's point of view, Provides relevant context, Confirms understanding
Confirms understanding; Incorporates client's point of view; Provides relevant context; Reinforces professional
Confirms understanding; Incorporates client's point of view; Provides relevant context; Reinforces professional