Calendar

 

Nov
30
Fri
Sales Skills for Financial Planners Workshop – Sydney
Nov 30 @ 9:00 am – 4:30 pm

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