Forthcoming events

This month

Webinar 1 - How to build solid trust and rapport in seconds, when face to face and over the phone/video call

  • Tue 14 Jul 10:00 am – 11:00 am
  • Webinar
    • Bernie De Souza

The first in a series of three events explores how to: •Get your prospect to pick you in the first few seconds •The exact words to connect with everyone you meet •What prospects look for in people •How to create an instant bond with prospects •Why the back of the mind makes the rapport decision •The visual trigger to create trust •Using tone to relax the prospect •How long it takes for the rapport decision

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Webinar 2 - How to get a diary full of quality appointments using the phone/video call

  • Tue 21 Jul 10:00 am – 11:00 am
  • Webinar
    • Bernie De Souza

In the second of this trilogy attendees will learn: •How to fill your diary with more appointments on the telephone/ video call •How to build instant rapport on the telephone/ video call •How to close without being pushy •How to connect emotionally •How to connect with busy people •How to turn a ‘no’ into a ‘yes’ •How to Improve your results on the telephone/ video call •The exact script, word for word, to use on the telephone/ video call

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

  • Tue 28 Jul 10:00 am – 11:00 am
  • Webinar
    • Bernie De Souza

The final session in this series includes: •The exact words for closing without selling •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

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All forthcoming events

PFS Pre Exam Revision - J02 (Trusts)

  • Wed 16 Sep 9:30 am – 4:30 pm
    • John Trayner FCII FPFS

The aim of this training day is to significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested.

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PFS Pre Exam Revision - J05 (Pension Income Options)

  • Thu 24 Sep 9:30 am – 4:30 pm
    • John Trayner FCII FPFS

Delegates will have covered the key elements of the JO5 syllabus with the emphasis on the CII Learning Outcomes; and will have been introduced to the exam format and adopting a suitable exam technique.

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