Adviserlink - Advice Process I: The sales approach

Hamilton

Thursday, October 11th 2007, 6:00AM

For financial advisers who want a more formal sales and client interaction approach, and who need to establish basic consultative selling skills to form effective long term client relationships. The six-step advice process includes:

Role of the financial adviser
Psychology of the buyer (client needs and wants)
People interaction skills
Questioning and listening
Planning & preparation
Sales process

A compulsory element of the Certificate in Financial Services (Mortgage Broking) or can be an elective for non mortgage brokers. Also compulsory for NZMBA membership.

Delivery method: 2 day facilitated course / not available through Distance Learning
Cost: $790
CPD credits: 10 CPD Credits (Technical)

Register now
Email us with a question anette@adviserlink.co.nz
Visit www.adviserlink.co.nz

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Adviserlink - Advice Process I: The sales approach

Hamilton

Thursday, October 11th 2007, 6:00AM

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