Newmarket
Auckland.
One-day Masterclass designed for financial advisers who want to sharpen their interpersonal and communication skills. In today’s landscape, successful advisers are those who actively listen, prioritise their clients’ values, and seek to understand their motivations.
Led by Kerry Kirton, a seasoned expert with over 20 years of experience, this workshop will help you cultivate deeper, more trusted relationships with your clients.
Key Outcomes
Connect & Build Trust: Learn techniques to earn client trust quickly through better communication and active listening.
Win the Client’s Mandate: Confidently articulate your value proposition to show how your advice aligns with their unique needs and motivations.
Handle Objections: Develop strategies for addressing client concerns, ensuring they feel confident and informed in their decision-making process.
Provide Clear, Actionable Solutions: Present complex financial solutions in a clear, compelling way that ensures client understanding and commitment.