Sales Courses

Becoming the 'trusted adviser' is the holy grail for most businesses. It implies a strong relationship between client and adviser; it implies a lasting mutually beneficial relationship and not a one-night stand.

Some key questions:

	How do we achieve this?
	How do we develop effective rapport with our clients quickly?
	How do we ensure we provide advice across a range of solutions, not just one?
	How do we turn wants into needs?
	How do we tailor our advice proposition to meet the clients' needs?
	What does best practice and TCF look like in the advised sale?

The following sales courses are targeted at experienced advisers who wish to develop their sales or advice skills to a higher professional standard.

All of our courses are available on an 'in-house basis'. We do not currently provide 'public' courses.

Fact Find Masterclass

Target Audience:
New and experienced advisers.

Overview:
To develop and practice key interpersonal and fact finding skills that enhance business performance.

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Trusted Adviser

Target Audience:
New and experienced advisers.

Overview:
To develop and practice key presentational skills to match both the clients needs and preferred buying style.

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Trainee Adviser Skills Programme

Target Audience:
New advisers and para-planners who wish to develop their advisory skills.

Overview:
Many para-planners have a good level of technical knowledge but lack confidence and fluency when they first start advising clients. This programme enables these skills to be practiced and developed.

Duration: 2 days

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