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

Book your ticket today and earn 6 CPD points.