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Workshops :: Business Development Workshop
Introduction
The Business Development Workshop is a unique opportunity to help financial advisers earn more, have more recurring income, build more value into their practice and altogether have a more certain and secure future whilst offering their clients an even better service.
This full day interactive workshop will be run by practising IFA Paul Cadde and has been carefully designed to enable you to harness the sales opportunities from every client appointment you go on. The day is packed with exciting ideas and ways for you to capitalise on the opportunities each appointment presents.
The Agenda
- Adopting a proven business model
- How retainers can transform your practice
- Making a success of every initial client appointment
- Processing business effectively
- Time management skills & strategies
- Setting goals and achieving them
- Toolbox of ideas to write business *
- Spotting revenue streams in every prospect you meet
* Special guest speaker
Bonus Content
Having attended the workshop you will also receive a DVD of Paul's first appointment presentation.
Video Testimonials
Pricing
£247 +VAT per attendee.
Better than money-back guarantee
If you don’t feel you have learnt enough from the day to give you the opportunity to earn an extra £6,000 in what you feel is a reasonable amount of time then tell us on the day and you will receive your ticket fee back.
What's The Next Step?
The Key Benefits
- Maximise the opportunities from every prospect you meet
- Improve prospect conversion rates and turn them into valuable clients
- Have new recurring income streams from money under management and retainers
- Process cases, including pension transfers quickly and efficiently
- Achieve the right work / life balance whilst still earning more
- Have a highly successful, profitable and future-proof business
Testimonials
"Reinforces the message that retainers are the way forward for those clients that are serious about their financial futures."
"Very good workshop. It provided helpful information and direction which is so important within the industry. The workshop content was invaluable."
"I enjoyed the day immensely. Some of it was a useful reminder of things I already knew but had stopped using, and some were good fresh ideas."
"My head is spinning with all the useful content."
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