Giving you the right track to run on

eCourses » Client Acquisition & Engagement Skills

Client Acquisition & Engagement Skills

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 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.

Course Outline:

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

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