Day 1: Social Media Prospecting for Financial Consultants


How to find loads of high quality clients on social media Duration: 9.30 am to 5.30 pm Social Media Prospecting for Financial Consultants is a step-by-step course that shows you how you can utilize social media effectively to identify, target, interact and build relationships with the key stakeholders that you need to be in touch with in order to generate new business or grow existing business. This course provides the perfect platform for collecting the information necessary to find the key decision-makers and potential leads, learn about them and create an introduction that effectively avoids cold calling and allows you to position yourself at a higher perceived value, since you're beginning on a relationship basis. This course overcomes the challenges faced with traditional prospecting; namely time constraints, limited information about the prospects and lack of strategy. Armed with this blueprint, your efforts will be quick, effective, focused and scalable in generating new prospects, leads and business via social media. Upon the completion of this course, you will: be able to set up a professional profile on social media be able to cultivate a resilient attitude towards prospecting on social media be able to define the profile of the ideal person for your business be able to access loads of warm qualified prospects that meet this profile be able to implement strategies for building trust and credibility with them online be able to organize a system to keep track of every prospect be able to work at a comfortable pace to achieve your sales and income goals adopt successful prospecting habits that will increase your effectiveness significantly … and learn many more ideas and strategies Learning Methodology Presentation/Lecture Online hands on practice Group discussions Memorizing of scripts Brainstorm sessions Applications exercises Action commitment




Day 2: Customer Relationship Management and Automation


How to reach out to thousands of customers and keep in touch with them easily and effortlessly Duration: 9.30 am to 5.30 pm Customer Relationship Management and Automation is the process of building relationships and keeping in touch with qualified customers in a timely manner using automated emails. As your business grows the number of customers to keep in touch and follow up with increases. The ability to maintain a consistent yet unobtrusive presence will be paramount in determining who gets the next sale when the client is ready to buy. This course will show you how you can automate the process of customer communication; thereby freeing up your time to focus on other critical aspects of the business. You will be able to achieve in minutes compared to months taken to perform the same tasks using traditional prospecting methods. Upon the completion of this course, you will be able to: Have an organized database to manage all your prospects, customers and orphan policyholders Reach out to all or specific segments of your customers easily and effortlessly Instantly inform your prospects and customers whenever there are new product launches, discounts or promotions. Keep in touch regularly with your customers with relevant content at the right time Send birthday and festive greetings, reminders, educational and product information automatically Gain insights into customer preferences and behaviour … and learn many more ideas and strategies Learning Methodology Presentation/Lecture Hands on practice Group discussions Memorizing of scripts Role plays Brainstorm sessions Applications exercises Action commitment




Day 3: Financial Planning Made Simple


How to easily identify the customer's needs and close the sale within 30 mins Duration: 9.30 am to 5.30 pm Top financial consultants find that the most effective approach in financial planning is the consultative approach. Rather than communicating with customers in the capacity of a "salesperson," top financial consultants serve as consultants; helping their customers maximize their savings, manage risk and ultimately achieve their financial objectives. The purpose of this program is to explain the consultative approach by reviewing the key methodologies and strategies, the steps of the consultative process, and how it addresses and connects with the emotional needs of all customers. Upon the completion of this course, you will be: Able to establish trust and connect with the customer easily Able to identify the hot buttons of the customer easily Able to elicit the emotions of the customer and understand their financial concerns Able to remove the customer’s number one fear that stops him or her from saying “YES”. Able to translate features into customer’s benefits or solutions Able to sell results or solutions, rather than products or service Able to find measurable ways to increase profitability for your clients … and learn many more ideas and strategies Learning Methodology 1. Presentation/Lecture 2. Group discussions 3. Memorizing of scripts 4. Role plays 5. Brainstorm sessions 6. Applications exercises 7. Action commitment





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