
Leading with Insight – Learning From Top Performers



The Cumbria Institute of Insurance and Financial Planning invites you to join our Webinar on the topic of Leading with Insight - Learning from Top Performers hosted by Nick Thomas from 1pm - 2pm. We would love for you to join us as we continually strive to offer learning and growth opportunities for our members
Objectives
• Understand the research [by CEB] on the behavioural characteristics of top performing advisers and why they are key in a modern B2B client environment
• Understand how we can adopt these behaviours to supercharge our own
retention, cross sales and sales performance
• Appreciate how these align with and address modern buyer influences and preferences
Content and Learning
• The benefits and limitations of the prevailing solution and consultative methodologies
• CEB research
• The five B2B salesperson profiles
• The surprising truth about what drives client loyalty
• Characteristics of the ‘star performer’
• Focus on ‘Teaching for differentiation’ – bringing insight, reframing client perspectives
• Leading towards unique business strengths
• Introducing insight in a client/prospect conversation
For any questions ahead of the event, please contact amanda.greensmith@allianz.co.uk

CII Accredited

