Phase 1: Introduction to Financial Advisory
Course for financial advisory, pre contract training for financial advisors
CourseBy Lim Zheng Chuen
Phase 2: Prospecting
This course is designed to equip sales professionals with the essential skills and techniques needed to identify, qualify, and engage potential customers. Prospecting is the lifeblood of sales, and mastering this crucial step will enable associates to build a robust pipeline, increase conversion rates, and achieve consistent sales success. Through a combination of theoretical knowledge, practical exercises, and real-world examples, associates will learn how to effectively prospect in various market environments.
CourseBy Lim Zheng Chuen
Phase 3: Opening
This course is designed to help associates effectively navigate the crucial first meeting with potential clients. Participants will learn how to prepare for the opening appointment, establish rapport, uncover client needs, and set the stage for a successful sales process. Through practical strategies, role-playing exercises, and expert insights, this course aims to build confidence and competence in making a positive first impression and laying a solid foundation for future interactions.
CourseBy Lim Zheng Chuen
Phase 4: Proposal
This course is designed to teach professionals how to develop comprehensive and persuasive product proposals that capture the interest of potential clients and stakeholders. Participants will learn to clearly articulate product features, benefits, and unique selling points, while also addressing the specific needs and concerns of their target audience. The course will cover key components such as market analysis, competitive positioning, pricing strategies, and value propositions. Through practical exercises and real-world case studies, attendees will gain the skills and confidence to craft product proposals that not only inform but also inspire action and drive business growth.
CourseBy Lim Zheng Chuen
Phase 5: Closing
Learn the different closing techniques Learn how to map cases on IPOS Learn referrals and client servicing
CourseBy Lim Zheng Chuen
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