6. Managing People's Dreams Flashcards

1
Q

Cheesy

A

I know this sounds a bit cheesy but it really is true.

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2
Q

At the end of the day

A

You have to remember what a pension scheme is

Lifetimes worth of hard work
Helping build a persons future
Retirement they’ve always wanted
I know none of you are anywhere near retirement age

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3
Q

An example of this that springs to mind is a client we’ve had for a very long time.

A

Client we’ve had for a very long

Successfully managed his pension over the years

Bought a Campervan travels around Europe with his wife

We get a phone call everyone and then and he tells us where he is and what’s up to

He tells us he is eternally grateful

That’s what he wanted that was his dream and we made it happen

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4
Q

Outro

A

What I like most about this job is that I can say I Had a big part play in making someone’s dreams come true

I don’t think it’s often you get to say that about your job

So now you what what we do and how we do it I’m gonna hand you over to my colleague Sarah so is going to talk to you about what makes a GREAT client relationship manager

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