Insights

Commercial performance

How banking, insurance and wealth-management teams actually win business — and where they lose it

DDA insurance training

Featured • September 2026

DDA training: the mandatory 15 hours, and what you can actually do with them

More than 120,000 ORIAS-registered intermediaries must complete fifteen hours of continuing training each year. Most treat it as a box to tick. It is two days per person, every year.

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Selling in regulated finance

Adviser handling an objection in a client meeting

Objections

Objection handling in banking, insurance and wealth management

A meeting structure, six common objections answered one by one, and a PDF table to keep on hand.

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Sales training session

Sales technique

Why advisers don’t close — and what it costs

The meeting goes well, the client is interested, and nothing is signed. The missing step is almost always the same one.

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Sales training session

Programmes

Sales training, coaching and business English

Three lines built on thirty years of depth in private banking, insurance and corporate banking.

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