Professional Advisor: Module 3 - Workflow Resources

Module 3 - Pre-meeting Client Analysis
Complete before any client meeting
5 - 10 minutes
This short document should only take 5 -10 minutes to complete. It will help you to Interpret change within the General Layer and consider how a client's business should respond to that change. It may be useful to complete this before an internal meeting or before meeting a customer or client.
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Module 3 - In-depth Analysis
Complete before any client meeting
45 minutes
This document is similar to the document from Workshop 3. It will help you to carry out a more in depth analysis regarding: (1) Changes taking place within a market; (2) how those changes should be interpreted; (3) the best responses to those changes; and (4) The new opportunities that should be explored in the future.
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Module 3 - Client Overview
Gradually complete this document as you go through the course
5 minutes
Use your answers from overview documents in Module 1 and 2 and together with your answers in worksheets from Module 3, please complete the remaining boxes in the worksheet
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Module 3 - PEST Factors Guidance Note
Read this document when considering changes within a market
N/A
This document provides an in-depth explanation of a PEST analysis
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Module 3 - Editable Pre-meeting Client Analysis for Module 3
Complete before any client meeting
5 - 10 minutes
This is the word format version of the Pre-Meeting Analysis Document. You can amend and save this document to you own system and make a copy for each of your clients. This will make it possible for you to develop a real knowledge database in relation to a range of your clients.
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Module 3 - Editable Version of the In-depth Client Analysis for Module 3
You should revisit and complete this document on a regular basis. You should also complete this document whenever you identify any change within a clients market.
45 minutes
This document is similar to the document from Workshop 3. It will help you to carry out a more in depth analysis on the general environment of client so that you can identify its key assets. You should revisit and complete this document on a regular basis. You should also complete this document whenever you identify any change within a clients market.
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Module 3 - Editable Client Overview for Module 3
Gradually complete this document as you go through the course
5 minutes
Use your answers from overview documents in Module 1 and 2 and together with your answers in worksheets from Module 3, please complete the remaining boxes in the worksheet
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Module 3 - Recommended Reading
N/A
N/A
Full details of the books and articles referred to in Module 3.
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