Sales Skills for Financial Planners Workshop

November 29, 2017 @ 9:00 am – 4:30 pm
Level 1, Commonwealth Bank Place
1 Harbour St
Sydney NSW 2000
$440 – $495

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 opportunityand 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

Book your ticket today and earn 6 CPD points.

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