Soft Skills Event One Hour Seminars, Session Two - Wednesday 15th January 2025

Online
Wednesday, 15 January 2025
10:00 am – 11:00 am (UK time)

Soft Skills One Hour Seminars, Session 2 - Wednesday 15th 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 2 – Wednesday 15th January 2025

How to close more easily using the exact soft words face to face or over the phone/video call

  • The exact words for closing without selling
  • Increase your number of clients with better closing ratios
  • Close business deals and presentations easily
  • Discover the five levels of closing
  • How and when to close
  • The ‘contrast principle’ on closing
  • The ‘pride principle’ on closing
  • Negotiating from a strong position

There is one other soft skills session on 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

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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.

Ticket type Price   Qty  
PFS/CII Member Registration
Free
Non PFS/CII Registration
£ 10.00