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How to be a Successful Financial Consultant

Achieve all your goals and rise to the top of the industry!

​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.

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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.

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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.

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This program is conducted over 3 days and covers the following topics:

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DAY
1

How to find loads of high quality clients on social media

Social Media Prospecting for Financial Consultants

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DAY
2

How to reach out to thousands of customers and keep in touch with them easily and effortlessly

Customer Relationship Management & Automation

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DAY
3

How to easily identify the customer's needs and close the sale within 30 mins

Financial Planning Made Simple

To Register
 

Target Audience

Financial Services Consultants
Insurance Agents
Insurance Brokers
Anyone Selling Insurance or Financial Services
 

Testimonials

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Calvin Lee

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.

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Thaddeus Gay

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.

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Samantha Lim

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:

The Syllabus

Day 1: Social Media Prospecting for Financial Consultants

How to find loads of high quality clients on social media Duration: 9.30 am to 5.30 pm Social Media Prospecting for Financial Consultants is a step-by-step course that shows you how you can utilize social media effectively to identify, target, interact and build relationships with the key stakeholders that you need to be in touch with in order to generate new business or grow existing business. This course provides the perfect platform for collecting the information necessary to find the key decision-makers and potential leads, learn about them and create an introduction that effectively avoids cold calling and allows you to position yourself at a higher perceived value, since you're beginning on a relationship basis. This course overcomes the challenges faced with traditional prospecting; namely time constraints, limited information about the prospects and lack of strategy. Armed with this blueprint, your efforts will be quick, effective, focused and scalable in generating new prospects, leads and business via social media. Upon the completion of this course, you will: be able to set up a professional profile on social media be able to cultivate a resilient attitude towards prospecting on social media be able to define the profile of the ideal person for your business be able to access loads of warm qualified prospects that meet this profile be able to implement strategies for building trust and credibility with them online be able to organize a system to keep track of every prospect be able to work at a comfortable pace to achieve your sales and income goals adopt successful prospecting habits that will increase your effectiveness significantly … and learn many more ideas and strategies Learning Methodology Presentation/Lecture Online hands on practice Group discussions Memorizing of scripts Brainstorm sessions Applications exercises Action commitment



Day 2: Customer Relationship Management and Automation

How to reach out to thousands of customers and keep in touch with them easily and effortlessly Duration: 9.30 am to 5.30 pm Customer Relationship Management and Automation is the process of building relationships and keeping in touch with qualified customers in a timely manner using automated emails. As your business grows the number of customers to keep in touch and follow up with increases. The ability to maintain a consistent yet unobtrusive presence will be paramount in determining who gets the next sale when the client is ready to buy. This course will show you how you can automate the process of customer communication; thereby freeing up your time to focus on other critical aspects of the business. You will be able to achieve in minutes compared to months taken to perform the same tasks using traditional prospecting methods. Upon the completion of this course, you will be able to: Have an organized database to manage all your prospects, customers and orphan policyholders Reach out to all or specific segments of your customers easily and effortlessly Instantly inform your prospects and customers whenever there are new product launches, discounts or promotions. Keep in touch regularly with your customers with relevant content at the right time Send birthday and festive greetings, reminders, educational and product information automatically Gain insights into customer preferences and behaviour … and learn many more ideas and strategies Learning Methodology Presentation/Lecture Hands on practice Group discussions Memorizing of scripts Role plays Brainstorm sessions Applications exercises Action commitment



Day 3: Financial Planning Made Simple

How to easily identify the customer's needs and close the sale within 30 mins Duration: 9.30 am to 5.30 pm Top financial consultants find that the most effective approach in financial planning is the consultative approach. Rather than communicating with customers in the capacity of a "salesperson," top financial consultants serve as consultants; helping their customers maximize their savings, manage risk and ultimately achieve their financial objectives. The purpose of this program is to explain the consultative approach by reviewing the key methodologies and strategies, the steps of the consultative process, and how it addresses and connects with the emotional needs of all customers. Upon the completion of this course, you will be: Able to establish trust and connect with the customer easily Able to identify the hot buttons of the customer easily Able to elicit the emotions of the customer and understand their financial concerns Able to remove the customer’s number one fear that stops him or her from saying “YES”. Able to translate features into customer’s benefits or solutions Able to sell results or solutions, rather than products or service Able to find measurable ways to increase profitability for your clients … and learn many more ideas and strategies Learning Methodology 1. Presentation/Lecture 2. Group discussions 3. Memorizing of scripts 4. Role plays 5. Brainstorm sessions 6. Applications exercises 7. Action commitment



 

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