PFS Workshop - Sales Communication Skills & Practice Management Improved Through Technology

Holiday Inn, Ipswich
Tuesday, 20 October 2015
9:00 am – 1:30 pm

This morning workshop aimed exclusively at PFS members will cover:

09.00 - 12.00 Sales Communication Skills

Bernie DeSouza, keynote speaker and business coach, provides a catalyst service for individuals looking for better sales communication skills whether written, spoken, by telephone or through better body language. His aim is to help individuals gain more confidence, greater business opportunities and ultimately maximise their sales success.

Learning objectives

1. The 15 Magic Words to get more clients more easily without even selling:
• give a short, 10-minute presentation using the 15 magic words to get
quick agreement and cooperation from prospects
• to get more information in less time at first meetings with potential clients
• to understand when and how to use the five levels of closing.

12.00 - 12.30 Lunch

12.30 - 13.30 Practice management – improved through technology

Andrew will share his opinion on the best-of-breed technology. He will give examples of how technology can be tailored for financial advisers and importantly,
how you might fill the gaps and/or completely replace the standard off-the-shelf IFA systems that are currently available. is used to demonstrate how readily available technology can easily work for financial planners and advisers. His talk will cover the technology he uses daily to provide financial planning and advice.

Learning objectives
At the end of this event, the delegate will be able to identify:
• how technology is used and tailored for financial planners
• the rationale for any technology changes and how to go about it
• security and compliance issues with respect to the technologies highlighted
• short-cuts to hit the ground running with cloud-based software.

Speaker biography
Andrew Reeves FPFS, Chartered Financial Planner is director of The Investment Coach Limited, a technology-enabled financial planning company.

He has worked within financial services since June 1996 and is one of the most highly qualified UK advisers by examination (source: Personal Finance Society and The Institute of Financial Planning).

He has also seen the business through to being the first UK advisory business to be assessed against the ISO 22222 standard (source: Standards International). He is widely reported in the press and has been made a New Model Adviser “Cover Star”.

Andrew is a Chartered Financial Planner, Certified Financial Planner and a Fellow of the Personal Finance Society. He is also approved by the Universities
Superannuation Scheme to give advice to members.

  • Holiday Inn
  • London Road
  • Ipswich
  • IP2 0UA
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CII Accredited

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

4 hours' 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