Giving you the right track to run on
Sales Skills for Financial Planners Workshops 2018
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Do you want to make the most of your opportunities and maximise your conversion rates?
The Sales Skills for Financial Planners workshop, worth 6 CPD points, is for new and experienced risk and investment advisers and will ensure you:
- Appreciate the difference between a job and an opportunity and the importance of purpose on a daily basis
- Understand that your mindset is the biggest determinant of all business outcomes
- Get an effective and client friendly structure for a first client meeting
- Make certain that business that is there for the taking doesn’t slip through the cracks
- Maximise conversion rates from first appointment seen to long term clients obtained
- Understand the psychology of handling objections
- Get some rules of client engagement for incorporating estate planning into your client offering
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