Winning Consistently Brilliant Referrals
Breakfast Seminar Speaker-David Scarlett
Aim of The Seminar/Workshop -To Help Advisers Create A Coherent Strategy, Producing a Steady Flow of High-Quality Referrals
Audience-Owners and decision makers within Financial Planning Wealth Management and Legal firms
Learning Objectives
- To identify the 4 strategic principles which encourage clients to provide quality referrals
- To know what improves client loyalty and engagement in such a way as to create a flow of referrals
- To understand how to attract and engage Professional Alliances and Centres of Influence
FREE EVENT
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Email: admin@ciireading.co.uk
Telephone to Institute mobile:- 07583 760036
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3 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 www.cii.co.uk/cpd.