Overview

There are thousands of financial services consultants out there. It can be true that your prospect may be approached by a few financial services consultants at the same time. Many financial services consultants share that they find it difficult to progress their financial planning conversation from rapport building to closing stage. Thus, how could we convert them and have them to choose us as their trusted financial services consultant. It starts with our unique value proposition and how we present our unique value proposition, as well as our financial institution’s value proposition to our clients. In this 1 day programme, participants will learn about “Why me? Why my Financial Institution?” and how to pitch their unique value proposition effectively as a trusted financial services consultant to their prospect based on their desired target audience. Then, we will go through some essential closing framework and objection handling skills which commonly faced by most financial services consultants.

Course Content

1. Evaluate and pitch you and your financial institution’s unique value proposition
2. Learn the essential skills for closing and utilise them in the closing techniques
3. Understand common client’s concerns and objections
4. Adopt the objection handling strategy to address and handle difficult conversations

Course Objective

1. Evaluate and pitch you and your financial institution’s unique value proposition
2. Learn the essential skills for closing and utilise them in the closing techniques
3. Understand common client’s concerns and objections
4. Adopt the objection handling strategy to address and handle difficult conversations

1. Evaluate and pitch you and your financial institution’s unique value proposition
2. Learn the essential skills for closing and utilise them in the closing techniques
3. Understand common client’s concerns and objections
4. Adopt the objection handling strategy to address and handle difficult conversations

1. Evaluate and pitch you and your financial institution’s unique value proposition
2. Learn the essential skills for closing and utilise them in the closing techniques
3. Understand common client’s concerns and objections
4. Adopt the objection handling strategy to address and handle difficult conversations