How to be a Successful Financial Consultant
Selling insurance and financial services in today's market requires a totally different game plan and skills than it did just a few years ago. While the products may still be similar, the customer acquisition and follow up process has changed significantly.
With the Do Not Call registry, the rising popularity of social media and messaging apps, the traditional methods of networking, cold calling, prospecting, and even customer acquisition is no longer effective and in some cases even illegal.
In this program, you will learn numerous tools & strategies that will help you acquire loads of warm qualified leads, implement an automated system to keep in touch with them, and subsequently make an appropriate recommendation when the client is ready to buy.
By capitalizing on social media and marketing automation softwares, you will be able to achieve in minutes the amount of business activities which previously took you weeks and even months to perform. Social media and digitalization has taken over a large part of our lives and will have a greater impact going forward. The ability to embrace and leverage on it will significantly enhance your effectiveness, productivity, and success.
Financial Services Consultants
Anyone Selling Insurance or Financial Services
Digital Agency Leader of the Year 2019
On top of other systems and processes we have, the work done on email automation is definitely a consideration when I won the Digital Agency Leader of the Year Award. It helps us to be more efficient and productive, using such email automation technology.
Senior Financial Services Manager
My client told me she just saw the email and wanted to ask me about it. So I explained more and managed to schedule an appt the next day. She also said she will bring down her cheque. I was totally blown away by its effectiveness.
Master Financial Consultant
Thanks for a great session on Email Prospecting. It was very useful and I was surprised at the speed of response from my prospects. A simple mailer sent to a group of 22 secured the first deal in 30 mins! Wow.
3 Days Program:
Day 1: Social Media Prospecting for Financial Consultants
How to find loads of high quality clients on social media
Day 2: Customer Relationship Management and Automation
How to reach out to thousands of customers and keep in touch with them easily and effortlessly
Day 3: Financial Planning Made Simple
How to easily identify the customer's needs and close the sale within 30 mins