London – Tuesday 12th February 2019
Seligman Theatre, The Royal College of Physicians

This workshop is aimed at financial advisers and financial planners at all levels; those new to the profession or experienced. Please bring wifi enabled phone or tablet. Brought to you by the Personal Finance Society.

Attract the right clients, each and every time

  • Prepare the foundations
  • Build a solid structure
  • Create your presence
  • Pave the way for long-term client relationships

Learn how to:

  • Present yourself and your firm before the first meeting
  • Effectively communicate your value
  • Avoid the product trap
  • Be more aware of what you are saying
  • Use effective questioning techniques
  • Listen more, speak less
  • Move your conversations to the next level
  • Close a meeting, gain commitment.

For further details including agenda and registration, please click here

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