Soft Skills Event One Hour Seminars, Session One - Thursday 9th January 2025
Soft Skills One Hour Seminars, Session 1 - Thursday 9th January 2025, 10am to 11am
The Personal Finance Society Hants & Dorset, Surrey, Sussex, Thames Valley, Tyne Tees & Yorkshire Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Newcastle, Southampton, Sussex and York have organised three exclusive 1-hour soft skills training sessions for all members, experienced and new, who wish to brush upon or learn these specialist skills. 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.
OBJECTIVES: To obtain new client soft skills.
SOLUTION – Three 1-hour coaching presentations.
Session 1 – Thursday 9th January 2025
How to build solid trust and rapport in seconds, when face to face and over the phone/video call
- Get your prospect to pick you in the first few seconds
- The exact words to connect with everyone you meet
- What prospects look for in people
- How to create an instant bond with prospects
- Why the back of the mind makes the rapport decision?
- The visual trigger to create trust
- Using tone to relax the prospect
- How long it takes for the rapport decision
There are two other sessions on Wednesday 15th January 2025 Soft Skills Event One Hour Seminars, Session Two - Wednesday 15th January 2025 and Wednesday 22nd January 2025 Soft Skills Event One Hour Seminars, Session Three - Wednesday 22nd January 2025.
The cost of each 1-hour presentation will be free for all PFS/CII members and £10 for non-PFS/CII members. If you wish to attend all three sessions, you will need book on each date separately. There is a maximum of 500 delegates. If we are oversubscribed, you will be placed on a waiting list.
The sessions will commence at 1000 hrs sharp and finish by 1100 hrs.
The course presenter is Bernie De Souza.
Bernie is a renowned International Speaker and Executive Business Coach, who has presented to financial professionals all over the world www.berniedesouza.com
Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com.
Venue
- Online
To view our image and video capture consent statement, please click here.
Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's 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.