Advice and Sales Process

Are you looking for new ways to improve your service proposition?

Club FS will be hosting a seminar with David Norman AKA Dan, who will bring alive the subject of the value of advice in an entertaining and informative session.

Dan is the former CEO Credit Suisse Asset Management (UK) and is the current CEO of TCF Investment and is a member of the PFS, and Associate of the CISI and a Fellow of the Chartered Institute of Marketing.

Learning objectives:
Delegates attending this event will be able to identify:

- The value of advice – it's worth 6% per year!
- Techniques to highlight the value of advice to new and existing customers
- Ideas to overcome objections around fees – skiing down hill
- Example features and benefits of advice
- Simple case studies to help to show the value of advice
- Examples of templates and tips for you to take away and use.

Why attend?
- Take away templates, ideas, insights and tips on how to sell advice to prospects and new customers
- Be able to show 20 benefits of advice to customers
- Learn how to quantify the substantial value of advice
- Look at tips for improving the sales process with customers – selling advice
- Look at planning in the new world of pensions freedoms
- Understand Stochastic and Deterministic risk models (high level)
- Look at additional ways of highlighting adviser value to clients
- Example templates that can professionalise your process and deliver consistent messages across the business / adviser teams
- Explore what an Investment process and governance strategy might look like in your firm

Spaces are limited so please book early to avoid disappointment.

To book on to this event simply click here and please bring your registration ticket with you on the day of the seminar.