Successful Adviser Summits
As part of your ongoing development, advisers who purchase appointments from us are given the opportunity to attend bespoke coaching days* to help them sharpen their presentation skills and convert more of the appointments that they attend.
About
These Summits are designed to help with:
- Maximising the benefits from your appointments the benefits to your clients and the benefits to your practice
- Handling objections more effectively
- Getting commitment from prospects, and converting them from prospects into valuable clients
- What our prospects are worried about, and how we can help them
- Pre-sale preparation
- Building value in your business
- Creating recurring income streams from money under management at 1% and retainers
- Processing cases, including pension transfers:
- Quickly
- Efficiently
- Cost-effectively
- Compliantly
- Profitably
- Time management finding enough time to deal with exams, compliance, and other distractions while still spending time with clients and making money
- The tools I personally use to get more business
- Achieving the right work life balance but still earning more money now.
- Goal setting and achieving
Summit Videos
- Introduction
- Time and money well spent
- I'm an experienced Financial Adviser ... What will I learn that I don't already know?
- Do i spend my money on another appointment or this summit?
- I didn't get on well with the appointments ... how will this summit help me?
- Travel issues?
- Last minute thought
Testimonials
The following video shows some of the thoughts of other advisers who have attended previous meetings. As you can see they benefitted enormously by attending.
Successful Adviser Summit Dates
- 26th July 2011 : 09:00 - 17:00. Lea Marston Hotel, Haunch Lane, Sutton Coldfield, B76 0BY
Contact us to register your interest.
Cost & Purchasing
The investment is £247+VAT.
Financial Advisers who delay reserving their seats may be unable to attend. Dont be disappointed pick up the phone and speak to us now on 023 8089 2222 or use our Web Contact Form to confirm your place.
* Successful Adviser Summits are provided by Adviser Breakthrough Training Solutions.
