Page 93 - Part B
P. 93

Information, Advice or Guidance



                   You will have a number of resources, from different sources such as:




                      Information     When appropriate        Advantage             Disadvantage
                         source             to use

                      The internet     With clients who      Huge range of          Not everyone
                                        have access to       materials on a       has access or the
                                      technology and are     wide range of      technical skills to find
                                        happy to use it         subjects        what is required. Can
                                                                                 be difficult to track
                                      Possibly remotely    Can be extremely       down the specific
                                        from the office       quick to use        information. Not
                                                                                  everything on the
                                                                                 internet is accurate
                                                                                  and to be trusted

                      The intranet    Only accessed by       Likely to have       Not available for
                                         the advisor       relevant resources     members of the
                                                            and information      public; information
                                                           to the aims of the    generally requires
                                                               business          some context from
                                                                                     the advisor

                     Paper-based        When a client        Available in a       Can be limited in
                      documents        may have some       range of different     number. Can be
                                         very specific     formats such as in   expensive to produce
                                      requirements that    braille or different   for clients. Not all
                                      would be covered         languages         clients can access
                                      by written material                         written materials

                         More          When you have            Likely to        Colleagues are not
                      experienced         exhausted          have relevant      always available nor
                      colleagues        your ability or     experience and        have the time to
                                        knowledge of      have dealt with the          assist.
                                           an issue         situation before

                                                            Specific to your
                                                              organisation




                   As mentioned previously, these key information sources will vary greatly depending on
                   your experience, place of work and the type of clients you face. Your training should
                   help you prepare to find and use the most effective resources available; do not be
                   afraid to ask your client how they would like their information.

                   As you gain experience and knowledge, more sources may become clear to you; it will
                   become easier to understand which source is right for which client.





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