Retaining Clients and adding value

Wednesday, 30 November 2022
2:00 pm – 3:00 pm (UK time)
    • Max Eldred, Premium Credit Ltd

With it costing 5 times more to win a new client than keep an existing client, retaining and upselling has never been such a key focus as it is now, with tough market and economic conditions. This 1-hour course is a great way to learn some new skills and improve existing skills within the sales process, identifying and contacting key clients to cross / upsell products and increase your chances of retaining your clients year-on-year.

By the end of the session, delivered by Premium Credit, delegates will be able to:
Identify what are the key deal makers and breakers for clients
Segment clients to prioritise focus and opportunity
Send communications to match personality profiling
Understand and deliver your value to match your client needs
Handle objections with stories and testimonials

With Product Value & Consumer Duty now in play, this webinar is an ideal refresher to help with your customers journey.

Speaker - Max Eldred
Max’s passion for Learning and Development led him to Premium Credit in 2017, where he is responsible for delivering training for all our partners in the South Eastern regions, including London. His skill sets are perfectly placed for our Partner Learning and Development Team as he has a passion for being an effective communicator and building lasting relationships are key strengths of his. As a Partner L&D Lead, PCL’s strategy is always at the forefront of every aspect of his role and ensuring our partners receive the best experience possible

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