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eCourses » Creating, Communicating & Differentiating Your Value Proposition in the Risk Advice Space

Creating, Communicating & Differentiating Your Value Proposition in the Risk Advice Space

eCourse Price(Up front)
$
1 x $400 upfront payment.
Please note the above prices are EX-GST
eCourse Price(3 x Monthly Installments)
$
3 x $150 monthly installments.
Please note the above prices are EX-GST

 

Please note, This offers access to the video content for 3 months.
After this time, access individual sessions for a further 9 months for $25 per session for a week at a time.



This workshop will show you 12 different ways in which you can add real value to your risk advice process and it will also identify the beneficial client and adviser outcomes that these steps will produce.

Given how important creating and communicating value has become in the current climate, this workshop will also help you communicate your value proposition more effectively as well as outlining that will separate you from the pack as a quality risk adviser.

Course Outline:

12 Steps to Add Real Value to Your Risk Advice Process:

1) Step One – Positioning Personal Protection in its Micro Context (29 mins)
2) Steps 2 & 3 – Removing Unknowns, Allaying Fears & Creating Expectations (23 mins)
3) Step 4 – Facilitating the Client Verbalising What Outcomes They Want - Part One (34 mins)
4) Step 4 – Facilitating the Client Verbalising What Outcomes They Want -  Part Two (18 mins)
5) Steps 5 & 6 – Pre-empting Underwriting Issues + Step 2 of the Referral Process (21 mins)
6) Steps 7 & 8 – Presenting the Platinum Package & Trimming It Where Necessary (28 mins)
7) Steps 9-11 – Explaining & Fulfilling Your Role re. Underwriting + Asking for Referrals (15 mins)
8) Step 12 – The Importance of the Post Implementation Meeting (23 mins)
9) Communicating Your Value Proposition (20 mins)
10) The Importance of Terminology & Differentiating Risk Advice Strategy No. 1 (22 mins)
11) Differentiating Risk Advice Strategy No. 2 (26mins)
12) Differentiating Risk Advice Strategies Nos. 3-5 (28 mins)  

Total 287 mins  Average 24 mins

Other eCourses:

» Client Acquisition & Engagement Skills
» Creating, Communicating & Differentiating Your Value Proposition in the Risk Advice Space
» Sales Skills for Financial Planners
» The Risk Workshop