This full day workshop will address what I believe to be the most important issues for advisers/brokers in the financial services sector in 2019.
In just one day you will learn how to:
- Motivate people to WANT to accept your invitation to an exploratory first meeting
- Ensure that you are ticking all the boxes that need to be ticked and avoiding all the traps that need to be avoided at the first client meeting
- Create the necessary “thought bubbles” in your clients’ heads for them to WANT to come back for a second meeting EVERY TIME
- Make sure business doesn’t slip through the cracks when it’s there for the taking by having a more structured second client meeting
- Master the art of ‘waterproofing’ at four different stages of your initial client engagement process
- Effectively communicate your VALUE PROPOSITION in five specific ways during your initial advice process
- Make REFERRALS the natural consequence of business
Get ahead of the game in 2019 and make sure you are one of the beneficiaries of all of these outcomes. Reserve your seat now and earn 6 CPD points.
Participants who have previously attended this workshop have given the following feedback:-
“It was a fantastic presentation well worth the time and money. Everyone should take the time to attend – they too may just find that little gem to enhance their offer. As they say, you can never stop learning!”
“I really picked up a lot of little tips that I aim to incorporate into the way I do things with my clients. In fact I might even re-write my process manual!”