This program looks at the sales process during the First Appointment interview and SoA presentation interview with a Planner and their client.

The focus of the program is ‘Winning the Relationship’ with the client and utilises fun and interactive learning methods for maximum participant enjoyment and understanding.

The practical sessions of this course look at recording individuals during these interviews and provides assessment and feedback on their performance.

This program has been accredited by the FPA for 27.25 CPD points.

Additional and ongoing coaching is an optional extra for participants.

Topics covered include:

	Preparing and Presenting for the First Appointment and SoA Presentation
	Building Relationships with your clients
	Understanding the Sales process and distinguishing between a ‘sale’ and a ‘winning relationship’
	Building client referral models
	Understanding your value proposition
	The Winning Relationship model

 

For more information on the Winning Relationships Course and or to be sent a complete outline of the program click here to register your interest.

Click here to download the Winning Relationships Course Flyer.