Events

Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.

So often it seems that winning or losing a new deal comes down to our price whether it is fee, premium or commission. This comprehensive session will help delegates minimise the chance of price-based objections coming up, recognise types of price objections and what might lie behind them, before providing strategies and tactics to deal with specific objections

Everyone has a brand. It affects everything at work – from how receptive people are to your ideas to your chances of promotion. Your brand has two dimensions – your self-definition (your own sense of who you are and what value you bring] and the compilation of the perceptions (based on all kinds of data) held about you by others. Brand management involves making sure your intentions and the reality of your brand to others are aligned

A challenging class of insurance business for brokers relates to motor trade risks. Persuading many motor traders that they would benefit from a methodical approach to risk management is sometimes easier said than done. This workshop seeks to simplify the risk management process for busy motor traders who have not previously appreciated the benefits of focusing upon the risks they face nor the potential savings in insurance premiums that may result.

It will come as no surprise to learn that the vast majority of complaints stem from the handling of claims submitted to insurers. The claim is the “moment of truth” in the contract where the customer learns whether the premium paid over potentially a long period, has been well-spent. Whilst it is imperative to have a prompt resource and efficient process to deal with complaints, this workshop focuses upon proactively reducing their number through retaining the initiative whilst moving a claim towards fulfilment.