Courses

IBF Accredited Courses For Financial Services Consultants | The Training Academy

Value Added Consultative Selling For Financial Advisors

– Builds trust, loyalty and long term relationships
– Uses effective questioning and listening techniques
– Uncovers hidden client needs & motivation
– Leads to bigger sales
– Increases the lifetime value of each client
– Makes it easy to get referrals

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Course Preview – Lead Generation Using Social Media

Prospecting is the lifeblood of Financial Advisory business. The traditional prospecting methods may not work well in a post covid world. Don’t let this negatively impact your pipeline of potential customers.

This course will explain the benefits of social media lead generation. The different types and how they differ. Planning and execution of social media campaigns. Measuring the effectiveness of your prospecting effort.

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UT/ILP Investment Sales Master Class

Using the techniques from this course, your customers should feel:
That you make investing easy to understand.

That you are confident and willing to talk about what can go wrong. So, when markets fall, as they inevitably do, your customers are better prepared to deal with the situation.

That you show them what happens over a 10-year period and a 20-year period. So you walk the talk about long-term investing.

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Upcoming Course

Course Preview – Lead Generation For Social Media
Date:
8 – 9 pm
Course Fee: FREE

Virtual Classroom (Zoom)

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Courses

Value Added Consultative Selling For Financial Advisors

Course Preview – Lead Generation Using Social Media

UT/ILP Investment Sales Master Class

Upcoming Course

The Training Academy

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