Client Acquisition & Engagement Skills
Please note, This offers access to the video content for 3 months.
This workshop will provide a bucketful of simple, practical and usable client engagement tools designed to make business a natural consequence of your process and referrals a natural consequence of business.
The client engagement skills content will ensure results at each stage of the process, thereby maximising the conversion rates of invitations extended to appointments made, first appointments seen to second appointments made and second appointments seen to long term clients obtained.
The client acquisition skills content will outline a simple 3 step system that will make referrals a natural consequence of business.
1) Do’s & Don’ts on the Telephone (43mins)
2) Golden Rules of a First Client Meeting (36 mins)
3) The Structure of a First Client Meeting – Part One (42 mins)
4) The Structure of a First Client Meeting – Part Two (35 mins)
5) The Building Blocks of Closing Business (55 mins)
6) Three Step System for Referrals (60 mins)
7) Working More Effectively with Accountants in the Risk Advice Space (19 mins)
8) Habits for Success (26 mins)
Total 316 mins Average 40 mins