Please note new Date - Lunchtime Webinar - Trust – Building Trustworthiness and Trusted Advisor Status
Overview
In the insurance industry, in particular, we often focus on developing our technical skills, and our product and service knowledge in the belief that this alone will be all we need to win new clients, and then provide great service to existing clients. But of course if the prospect does not ‘trust’ us sufficiently we are unlikely to be appointed in the first place, and if our clients don’t trust us, it will be more difficult for us to bring value, and our position will be constantly under threat. This session focuses on the importance of Trust in prospect and client relationships, and how to build it.
Learning Objectives
- Understand the importance of Trust with particular reference to winning new business and client retention and growth
- Understand how to build Trust
- Explore how we can apply these principles to our own roles and situations
Session Content
- The benefits of Trust and trustworthiness in client and prospect relationships
- The characteristics of a Trusted Advisor
- How does Rapport relate to Trust?
- Building Trust through Maister and Green's Trust Equation
- Stages of Trust building
- Trust and Cross sales
- Adapting Trust building in the hybrid working world
About the Speaker
Nick Thomas
Nick offers a unique combination of skills in the UK insurance training sector – an industry sales specialist and a widely qualified professional coach and trainer.
Nick is an Economics graduate with over 25 years corporate insurance broking experience. He was a highly successful sales producer in the UK broking market before progressing into regional and then national sales leadership roles.
As National Development Director at HSBC, Nick was one of only 40 people from a global workforce of 265,000 selected as part of the STARS programme to recognise exceptional performance.
He is a highly trained consultative sales specialist, and his experience includes a secondment with a major management consultant to design a best practice sales process.
In the mid-2000s, Nick developed a chronic health condition; his journey to recovery fostered a new range of interests, and a passion for health, and performance. He studied widely, qualifying as a Master Practitioner in Neuro-Linguistic Programming (NLP), obtaining a Diploma in Life Coaching, before going on to study Corporate/Business Coaching with The Coaching Academy. He is also a qualified Holistic Lifestyle Coach and Advanced Exercise Coach.
Nick has worked in a self-employed capacity in training, coaching, and consulting since 2017, including as a specialist adviser in Insurance sector M&A (Mergers & Acquisitions) sector. He set up Nick Thomas & Associates in 2020 in response to demand from his industry network for training solutions designed and delivered by people with a background of working in the industry.
Nick Thomas & Associates
Nick Thomas & Associates provide specialist training solutions to the UK Insurance Industry to include technical insurance; sales, communication, and soft skills; management and leadership; customer service; performance, resilience, and health.
We work with major insurers and brokers, on a global Insurer’s national broker proposition delivery, with broker networks, recruitment companies, MGAs and over 40 Insurance Institutes.
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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.