Obtaining 'New Client' soft skills - Webinar 2, Automatic Referrals and Professional Introducers

>> Event Overview

The Personal Finance Society Hants and Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised three exclusive 1 hour soft skills training sessions for all members, experienced and new, who wish to brush-up on or learn these specialist skills.

Who's this for?

These sessions may be of particular interest to financial advisers, general insurance brokers and mortgage advisers, but would apply to anyone working within the Insurance and Financial Services Professions

Testimonial:

“Bernie has spoken at our events across the UK before, helping our members to engage more with clients and the feedback has been great. We now want him to teach soft skills to our financial advisors, helping them to have a better relationship with clients and giving the public more confidence in them.”

- Keith Richards CEO, Personal Finance Society

>> Webinar 2 - Automatic Referrals and Professional Introducers

At the end of this session, attendees will know:

• The exact words to use to ask for introductions (referrals) without looking desperate
• Prospecting ideas that work
• The timing of when to ask for an introduction (referral)
• The nine words to use to get more introductions (referrals)
• How to get professional introducers to give on-going leads
• Where to find professional introducers
• What to say word for word to get professionals on board
• How to set up a seminar for professional introducers

Cost: The cost of each 1 hour presentation will be £10 for CII/PFS members and £12 for non-CII/PFS members. If you wish to attend all three sessions, you will need to book on each date separately, maximum total cost £30 for CII/PFS members.

>> More about our speaker

A world-renowned keynote speaker, Bernie De Souza is able to motivate, inspire and offer audiences skills to help them produce results in all aspects of their life.

Well versed at helping improve people’s business prowess, Bernie regularly addresses hundreds, or even thousands of people at his events, equipping audiences with the necessary skills to build rapport with clients, close deals and become more productive within the workforce.

Starting his career as a training instructor for the Royal Air Force, Bernie went on to earn qualifications in sports psychology, and with an extensive knowledge of the science of the brain, he now applies this to business environments; adding real value to every engagement he attends.

Over the years he has worked with some of the country’s most successful sporting stars, brands and award-winning authors including:

• The Million Dollar Round Table (MDRT)
• Personal Finance Society (PFS)
• Chartered Insurance Institute (CII)
• The Institute of Chartered Accountants in England and Wales (ICAEW)
• Law Society (SRA)
• Linford Christie OBE
• Daley Thompson CBE
• Sir Clive Woodward OBE
• Robert Kiyosaki – best-selling author, speaker and billionaire business owner
• Les Brown – USA motivational speaker
• Alan Pease – Australia’s number one author and motivational speaker
• Manchester United

>> To book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 500 delegates. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

Webinar 2, 11th February

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com

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