
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
Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Cumbria Institute of Insurance and Financial Planning, which is acting as the host institute for this event.
For any questions ahead of the event, please contact amanda.greensmith@allianz.co.uk

CII Accredited

