Giving you the right track to run on

Sales Skills for Financial Planners Workshops 2017

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



Register for your City using the links below.
Cost: $450 + GST per person
Earlybird: $400 + GST per person
Time: 9.00am – 4.30pm

Brisbane -  Wednesday, 15 November

Sydney - Wednesday, 29 November

Melbourne - Friday, 1 December

Adelaide - Tuesday, 5 December

Perth - Wednesday, 6 December