Calendar

 

Apr
24
Fri
Client Acquisition and Engagement Skills Workshop – VIC
Apr 24 all-day

Accredited for 6.5 CPD points

After all the necessary focus in the last couple of years on compliance, education and regulatory requirements, 2020 is when CLIENT ENGAGEMENT SKILLS need to take centre stage in your business.

Make it the year when creating a quality experience and forming meaningful relationships with your clients become the norms – leading to referrals i.e. recommendations from happy clients becoming your primary source of new business.

The agenda for this workshop is designed to help you fine tune your client engagement skills and expand your client base more efficiently in order to maximise your profitability.


WORKSHOP PROGRAMME

● DO’S & DON’TS ON THE TELEPHONE
● GOLDEN RULES OF THE FIRST CLIENT MEETING
● STRUCTURE OF THE FIRST CLIENT MEETING
● BUILDING BLOCKS OF CLOSING BUSINESS
● 3 STEP SYSTEM FOR REFERRALS
● WORKING MORE EFFECTIVELY WITH CENTRES OF INFLUENCE
● HABITS FOR SUCCESS

Apr
28
Tue
Client Acquisition and Engagement Skills Workshop – QLD
Apr 28 all-day

Accredited for 6.5 CPD points

After all the necessary focus in the last couple of years on compliance, education and regulatory requirements, 2020 is when CLIENT ENGAGEMENT SKILLS need to take centre stage in your business.

Make it the year when creating a quality experience and forming meaningful relationships with your clients become the norms – leading to referrals i.e. recommendations from happy clients becoming your primary source of new business.

The agenda for this workshop is designed to help you fine tune your client engagement skills and expand your client base more efficiently in order to maximise your profitability.


WORKSHOP PROGRAMME

● DO’S & DON’TS ON THE TELEPHONE
● GOLDEN RULES OF THE FIRST CLIENT MEETING
● STRUCTURE OF THE FIRST CLIENT MEETING
● BUILDING BLOCKS OF CLOSING BUSINESS
● 3 STEP SYSTEM FOR REFERRALS
● WORKING MORE EFFECTIVELY WITH CENTRES OF INFLUENCE
● HABITS FOR SUCCESS

Apr
30
Thu
Client Acquisition and Engagement Skills Workshop – SA
Apr 30 all-day

Accredited for 6.5 CPD points

After all the necessary focus in the last couple of years on compliance, education and regulatory requirements, 2020 is when CLIENT ENGAGEMENT SKILLS need to take centre stage in your business.

Make it the year when creating a quality experience and forming meaningful relationships with your clients become the norms – leading to referrals i.e. recommendations from happy clients becoming your primary source of new business.

The agenda for this workshop is designed to help you fine tune your client engagement skills and expand your client base more efficiently in order to maximise your profitability.


WORKSHOP PROGRAMME

● DO’S & DON’TS ON THE TELEPHONE
● GOLDEN RULES OF THE FIRST CLIENT MEETING
● STRUCTURE OF THE FIRST CLIENT MEETING
● BUILDING BLOCKS OF CLOSING BUSINESS
● 3 STEP SYSTEM FOR REFERRALS
● WORKING MORE EFFECTIVELY WITH CENTRES OF INFLUENCE
● HABITS FOR SUCCESS

May
1
Fri
Client Acquisition and Engagement Skills Workshop – WA
May 1 all-day

Accredited for 6.5 CPD points

After all the necessary focus in the last couple of years on compliance, education and regulatory requirements, 2020 is when CLIENT ENGAGEMENT SKILLS need to take centre stage in your business.

Make it the year when creating a quality experience and forming meaningful relationships with your clients become the norms – leading to referrals i.e. recommendations from happy clients becoming your primary source of new business.

The agenda for this workshop is designed to help you fine tune your client engagement skills and expand your client base more efficiently in order to maximise your profitability.


WORKSHOP PROGRAMME

● DO’S & DON’TS ON THE TELEPHONE
● GOLDEN RULES OF THE FIRST CLIENT MEETING
● STRUCTURE OF THE FIRST CLIENT MEETING
● BUILDING BLOCKS OF CLOSING BUSINESS
● 3 STEP SYSTEM FOR REFERRALS
● WORKING MORE EFFECTIVELY WITH CENTRES OF INFLUENCE
● HABITS FOR SUCCESS

May
6
Wed
Client Acquisition and Engagement Skills Workshop – NSW
May 6 all-day

Accredited for 6.5 CPD points

After all the necessary focus in the last couple of years on compliance, education and regulatory requirements, 2020 is when CLIENT ENGAGEMENT SKILLS need to take centre stage in your business.

Make it the year when creating a quality experience and forming meaningful relationships with your clients become the norms – leading to referrals i.e. recommendations from happy clients becoming your primary source of new business.

The agenda for this workshop is designed to help you fine tune your client engagement skills and expand your client base more efficiently in order to maximise your profitability.


WORKSHOP PROGRAMME

● DO’S & DON’TS ON THE TELEPHONE
● GOLDEN RULES OF THE FIRST CLIENT MEETING
● STRUCTURE OF THE FIRST CLIENT MEETING
● BUILDING BLOCKS OF CLOSING BUSINESS
● 3 STEP SYSTEM FOR REFERRALS
● WORKING MORE EFFECTIVELY WITH CENTRES OF INFLUENCE
● HABITS FOR SUCCESS