Webinar 3 - How to close more easily using the exact soft words face to face or over the phone/video call

Tuesday, 28 July 2020
10:00 am – 11:00 am
    • Bernie De Souza, International Speaker and Executive Business Coach

>> Event Overview

The Personal Finance Society Hants and Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised three exclusive 1 hour soft skills training sessions for all members, experienced and new, who wish to brush upon or learn these specialist skills.

These sessions may be of particular interest to financial advisers, general insurance brokers and mortgage advisers, but would apply to anyone working within the Insurance and Financial Services Professions

>> Webinar 3 - How to close more easily using the exact soft words face to face or over the phone/video call

This session includes:

  • The exact words for closing without selliing
  • Increase your number of clients with better closing ratios
  • Close business deals and presentations easily
  • Discover the five levels of closing
  • How and when to close
  • The ‘contrast principle’ on closing
  • The ‘pride principle’ on closing
  • Negotiating from a strong position


The cost of each 1 hour presentation will be £10 for PFS members and £11 for non-PFS members. If you wish to attend all three sessions, you will need to book on each date separately, maximum total cost £30 (£33 from non PFS members).

>> More about our speaker

Bernie is a renowned International Speaker and Executive Business Coach, who has presented to financial professionals all over the world berniedesouza.com

>> To book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 500 delegates. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following links:

Webinar 3, 28th July

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com

  • Webinar

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.