WEBINAR - Broker trading strategies and skills in a hard market

Zoom - Webinar
Wednesday, 18 November 2020
1:00 pm – 2:00 pm (UK time)
    • Nick Thomas, Nick Thomas & Associates

This is the first of two webinars designed for brokers to provide hard market trading skills and strategies for brokers to build their effectiveness in terms of both client and market interaction. This includes;

  • Techniques to protect your client from competition

  • Methods to insulate against the market cycle

  • Understanding how to exploit market conditions for new business acquisition

Learning Objectives:

By the end of this session, attendees will have:

  • An overview challenges to brokers and clients in a hard market
  • A better understanding the client position
  • Advice on;
    • controlling client dialogue and expectations;
    • Maximising available spend;
    • Demonstrating innovation;
    • Differentiating the risk;
    • Engaging and managing the market;
    • Managing broker time; and
    • How to exploit new business opportunities

Speaker Profile: Nick Thomas - Nick Thomas & Associates – specialist training solutions to the UK Insurance Sector

Nick offers a unique combination of skills in the UK insurance training sector – an industry sales specialist and a professional coach and trainer.

Nick is an Economics graduate with over 25 years corporate insurance broking experience

He was a highly successful sales producer in the UK broking market before progressing into regional and then national sales leadership roles. As National Development Director at HSBC, Nick was one of only 40 people from a global workforce of 265,000 selected as part of the STARS programme to recognise exceptional performance. He is a highly trained consultative sales specialist, and his experience includes a secondment with a major management consultant to design a best practice sales process.

In the mid-2000s, Nick developed a chronic health condition; his journey to recovery fostered a new range of interests, and a passion for health, and performance. He studied widely, qualifying as a Master Practitioner in Neuro-Linguistic Programming (NLP), obtaining a Diploma in Life Coaching, before going on to study Corporate/Business Coaching with The Coaching Academy. Nick is also a qualified Holistic Lifestyle Coach and Advanced Exercise Coach.

In the last two years Nick has worked in a self-employed capacity in training, coaching, and consulting. He works with a specialist adviser in Insurance sector M&A (Mergers & Acquisitions), and through Nick Thomas & Associates.

Venue

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.