Adviserlink - Advice Process I: The sales approach
Christchurch
Monday, October 15th 2007, 6:00AM
For financial advisers who want a more formal sales and client interaction approach, and who need to establish basic consultative selling skills to form effective long term client relationships. The six-step advice process includes:- Role of the financial adviser
- Psychology of the buyer (client needs and wants)
- People interaction skills
- Questioning and listening
- Planning & preparation
- Sales process
A compulsory element of the Certificate in Financial Services (Mortgage Broking) or can be an elective for non mortgage brokers. Also compulsory for NZMBA membership.
Delivery method: 2 day facilitated course / not available through Distance Learning
Cost: $790
CPD credits: 10 CPD Credits (Technical)
Register now
Email us with a question anette@adviserlink.co.nz
Visit www.adviserlink.co.nz
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