Something that really bugs me about traditional sales techniques training is that a lot of people assume that it will work when you're an adviser. Good luck to you if you can make it work for you and your clients. When you are an adviser there are a lot of sales techniques that you have to throw out the window and I'll take you through what does and doesn't work.
Before attending this session you will need to complete the following personality test https://www.16personalities.com/
In this structured CPD session we will be going through:
- Your own and your client's personality type
- How to present your recommendations based upon your client's personality type
- How to apply questioning and listening skills to protection advice
- How to frame your recommendation to gain client confirmation to proceed
