Overview

The landscape for financial advisory has never been more demanding and competitive. With the advent of FinTech and digital platforms that facilitate direct online sales, financial services consultants find themselves having to provide more than just a sales transaction. The key way to stand out as an advisor is to increase the TRUST factor. In this 1 day programme, we will start with understanding the Trusted Advisory Structure, which has been adopted by top wealth management and private banks; and what are the factors that cause clients “buy”. Then, participants will learn about the art of rapport building and fact-finding skills. Essentially, we want to help client buy instead of selling financial solutions to client by truly understand client’s financial needs.

Course Content

1. Understand the trusted advisory process and how to use the structure to engage with clients
2. Strengthen existing client relationships and build new relationships through effective questioning and communication
3. Increase productivity by being able to sell and advise on a fuller range of financial solutions
4. Harness the Trust Factor with clients to maintain and even increase productivity to ride through market volatility

Course Objective

1. Understand the trusted advisory process and how to use the structure to engage with clients
2. Strengthen existing client relationships and build new relationships through effective questioning and communication
3. Increase productivity by being able to sell and advise on a fuller range of financial solutions
4. Harness the Trust Factor with clients to maintain and even increase productivity to ride through market volatilit

1. Understand the trusted advisory process and how to use the structure to engage with clients
2. Strengthen existing client relationships and build new relationships through effective questioning and communication
3. Increase productivity by being able to sell and advise on a fuller range of financial solutions
4. Harness the Trust Factor with clients to maintain and even increase productivity to ride through market volatility

1. Understand the trusted advisory process and how to use the structure to engage with clients
2. Strengthen existing client relationships and build new relationships through effective questioning and communication
3. Increase productivity by being able to sell and advise on a fuller range of financial solutions
4. Harness the Trust Factor with clients to maintain and even increase productivity to ride through market volatility