The Adviser Gap 2 – Advance to Lead Financial Adviser

Steve Martin

October 9, 2019 9:30 am - 4:30 pm London

This advanced training day is to help you bridge The Adviser Gap and fast track to Lead Advisor.

This course will dig deeper into the first meeting you have with clients and help you present the value you can add to a life-long client relationship.

Led by financial planners for aspiring financial planners the day includes significant opportunities to practise meeting skills and to experience what it feels like to have successful client conversations that end with a client happy to pay 20% more for your service and eager to set up a second meeting.

Trainers: James Mousley & Sean Banks

Listen to The Adviser Gap Podcasts

Learning outcomes

  • Understand the features, advantages and benefits of your financial planning service
  • Learn how to pitch your message to improve client outcomes and open up future opportunities
  • Enhance your client meeting skills to strengthen client relationships
  • Improve your ability to keep clients engaged and walking out of your door happy to pay 20% more for your service
  • Achieving an open mind through role play so that you can feel what it’s like to be your client
  • Increase your knowledge about what is possible with a financial planning service.
Ticket Type Price Qty. Cart
Standard Ticket £245
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