$1,350

Multiple Dates

How to be a Successful Financial Consultant

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$1,350

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For more info: www.kashacademy.com/successful-financial-consultant To register, click here: www.kashacademy.com/htbasfc-registration

About this event

Selling insurance and financial services in today's market requires a totally different game plan and skills than it did just a few years ago. While the products may still be similar, the customer acquisition and follow up process have changed significantly.

With the Do Not Call registry, the rising popularity of social media and messaging apps, the traditional methods of networking, cold calling, prospecting, and even customer acquisition is no longer effective and in some cases even illegal.

In this program, you will learn numerous tools & strategies that will help you acquire loads of warm qualified leads, implement an automated system to keep in touch with them, and subsequently make an appropriate recommendation when the client is ready to buy.

By capitalizing on social media and marketing automation softwares, you will be able to achieve in minutes the amount of business activities which previously took you weeks and even months to perform. Social media and digitalization has taken over a large part of our lives and will have a greater impact going forward. The ability to embrace and leverage it will significantly enhance your effectiveness, productivity, and success.

Topic/Training Objectives:

Day 1: Social Media Prospecting for Financial Consultants - How to find loads of high quality clients on social media

Day 2: Customer Relationship Management and Automation - How to reach out and keep in touch with thousands of customers easily and effortlessly!

Day 3: Financial Planning Made Simple - How to easily identify the customer's needs and close the sale within 30 mins.

For more information about the program, please click here: www.kashacademy.com/successful-financial-consultant

Duration: 3 days

Your Investment:

The total cost of the program is $1,350/pax. However, after the enhance funding of 95% from IBF, it will only be $67.50/pax.

The 5% is required to be paid before the commencement of the session. This 5% can be paid via PayNow.

There is also a Training Allowance Grant of $15/hr disbursed to you after the training. ($15 x 21 hrs = $315.00. Your company will need to submit the claim on your behalf.

Note:

Training will be conducted via Zoom. It is a requirement to switch on the video at all times during the training session. This is a compliance requirement. Failure to do so may result in a withdrawal of the funding for the individual involved.

If you are unable to attend any of the sessions, you can attend make up sessions within 2 months.

To register, please click here: www.kashacademy.com/htbasfc-registration

Please feel free to whatsapp to me at (98394575) if you have any questions about the session.

Training Schedule:

*April’s Public Class*

12 Apr 2021 9.30 am to 1.00 pm Monday (Half day)

13 Apr 2021 9.30 am to 1.00 pm Tuesday (Half day)

14 Apr 2021 9.30 am to 1.00 pm Wednesday (Half day)

15 Apr 2021 9.30 am to 1.00 pm Thursday (Half day)

16 Apr 2021 9.30 am to 5.30 pm Friday (Full day)

*May’s Public Class*

10 May 2021 9.30 am to 1.00 pm Monday (Half day)

11 May 2021 9.30 am to 1.00 pm Tuesday (Half day)

12 May 2021 9.30 am to 1.00 pm Wednesday (Half day)

13 May 2021 9.30 am to 1.00 pm Thursday (Half day)

14 May 2021 9.30 am to 5.30 pm Friday (Full day)

*Jun’s Public Class*

14 Jun 2021 9.30 am to 1.00 pm Monday (Half day)

15 Jun 2021 9.30 am to 1.00 pm Tuesday (Half day)

16 Jun 2021 9.30 am to 1.00 pm Wednesday (Half day)

17 Jun 2021 9.30 am to 1.00 pm Thursday (Half day)

18 Jun 2021 9.30 am to 5.30 pm Friday (Full day)

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