This workshop is ideal for Financial Advisers and as well as anyone in the risk advice and insurance space who is interested in staying ahead of the game.
The workshop is specifically designed to address the two main issues facing Financial Advisers and those in the Financial Services industry namely:
1. How to source potential clients &
2. How to turn prospects into long term clients
“This workshop will provide a host of simple, practical and usable tools designed to make business a natural consequence of referrals and referrals a natural consequence of business” says Chris.
The Client Engagement Skills session will ensure results at each stage of the process, maximizing the conversions from invitations extended to second appointments conducted and clients obtained. The program on Client Acquisition Skills includes a 3 Step System that can be incorporated into the initial advice process, and looks at methods to work effectively with centres of influence.
Chris Unwin has been operating his risk advice training and consulting business for approximately 7 years now, after more than 30 experience in the Financial Services industry. While training tends to be the focus of his work today, he still maintains his active role as a specialist risk adviser for personal clients. In this way Chris is both a trainer and adviser, keeping current of industry changes as well as knowing first hand what the needs of clients are, and how best to meet them.
His training has proved beneficial for thousands of financial advisers, mortgage brokers, and retail sales consultants.
Chris will run additional workshops in Sydney, Melbourne, Adelaide and Perth in April, and is also available to run one-on-one training or tailored training workshops for your team, firm or business.
To register, or for more information please visit http://www.chrisunwin.com.au, contact him direct on firstname.lastname@example.org or via phone on 0417 281 034.