Overview

Client Engagement with Story Selling as Financial Services Consultant is designed to equip participants with a good understanding of Story Selling to win clients over. Facts & data tell, stories sell. We are constantly being exposed to stories- be it listening to a TED talk, watching a movie in the cinema or simply having a conversation with your prospects. Part of the Financial Planning process, Financial Services Consultant do share a role to help and educate clients with financial knowledge so clients could understand their financial situation well! Many Financial Services Consultant know the features of their products and what are suitable to clients. However, many still do not have buy-in from clients. Have the Financial Services Consultant built trust with clients? Have the consultant shared his/her value proposition with clients clearly? Have the consultant engaged with clients? Clients may experience Information Fatigue and they may not get what a consultant trying to share or educate. Stories have been proven to be one of the most effective persuasion tools, used in various settings to establish credibility, disarm resistance, enhance rapport, pitch a product/service, handle objection and sell without “selling”. A successful financial services consultant should be able to share RELEVANT and ACCURATE information and educate client without using too much jargon! This 1-day training will introduce how Structure of Story Selling help to discover the effective structure and flow to persuasive story selling can inspire, influence and inform the listeners on a crafted key message for personal and business presentations. Participants will learn how to analyse present data and fact into relevant information. The programme also guides participants on acquiring tools and techniques to establish connection and comfort with the clients by using various engagement strategies to get them involved and invested throughout your presentations. Finally, participants learn how to utilize verbal and non-verbal communication cues including use of visuals, props and presenter’s communication cues to assert positive influence and impression in building long-term relationship with clients.

Course Content

1. Understand that “Facts Tell, Stories Sell” and how to structure and pitch a story selling flow that will win over prospects
2. Acquire tools and techniques to establish connection and comfort with the listeners
3. Utilize verbal and non-verbal communication cues to assert build long-term relationship with clients

Course Objective

1. Learn that “Facts Tell, Stories Sell” and how to structure and pitch a story selling flow that will win over your prospects. 
2. Learn how to acquire tools and techniques to establish connection and comfort with the listeners by using various engagement strategies to get them involved and invested throughout the presentations. 
3. Discover and learn how to utilize verbal and non-verbal communication cues to assert positive influence and impression in building long-term relationship with client.

1. Understand that “Facts Tell, Stories Sell” and how to structure and pitch a story selling flow that will win over prospects
2. Acquire tools and techniques to establish connection and comfort with the listeners
3. Utilize verbal and non-verbal communication cues to assert build long-term relationship with clients

1. Learn that “Facts Tell, Stories Sell” and how to structure and pitch a story selling flow that will win over your prospects. 
2. Learn how to acquire tools and techniques to establish connection and comfort with the listeners by using various engagement strategies to get them involved and invested throughout the presentations. 
3. Discover and learn how to utilize verbal and non-verbal communication cues to assert positive influence and impression in building long-term relationship with client.