$50

Financial Consultants, Learn Tools to Increase Sales Production in 2020!

Event Information

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Location

Location

One Raffles Quay

South Tower, #21-10

Singapore, Singapore 048583

Singapore

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Refund Policy

Refund Policy

Contact the organiser to request a refund.

Eventbrite's fee is nonrefundable.

Event description
Engage Clients in A Professional and Holistic Planning Approach

About this Event

In this workshop, you will learn techniques to go beyond a transactional relationship to building a genuine partnership based on trust and respect with your client.

  1. How would you feel if your client is open and shares with you their concerns, objectives, goals and finances without reservations?
  2. How would you feel if your client reaches out to seek for your opinion every time there is a major financial decision to be made?
  3. How would you feel if your client informs you immediately when they receive a pay raise or bonus and seeks your advice on what they should do with it?
  4. Would you feel accomplished knowing that your clients’ goals can be met with proper planning?

As a result of all the above, you can gain the following:

  • Double or even triple your case size per client
  • Have a better sense of fulfillment in your work
  • Have a newfound identity as a consultant and not as a sales person

Event Details

Registration starts at 1.30PM. All proceeds from the workshop fee will be donated to charity - to the Eden Care Fund by Autism Association Singapore to help students from financially disadvantaged families.

Agenda

  • 1.30PM to 2.00PM: Registration
  • 2.00PM to 3.00PM: Introduction & Methodology
  • 3.00PM to 3.30PM: Demo Session
  • 3.30PM to 4.30PM: Hands-On Session
  • 4.30PM to 5.00PM: Q&A & Conclusion

Things to Bring

Please bring along your laptop and charger as there will be a hands-on session.

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Date and Time

Location

One Raffles Quay

South Tower, #21-10

Singapore, Singapore 048583

Singapore

View Map

Refund Policy

Contact the organiser to request a refund.

Eventbrite's fee is nonrefundable.

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