Paraplanner to Planner

Steve Martin

October 8, 2019 9:30 am - 4:30 pm Tuttons Vaults, 11/12 Russell Street, Covent Garden, London, WC2B 5HZ

This day is for you if you are a Paraplanner making the jump to Planner.

The skills required to be a successful Financial Planner / relationship manager are completely different from those required to be a successful Paraplanner / technician. In a classroom environment you will have the opportunity to learn and then practice, the required skills.

On this course you will learn how to

  • Present yourself in a meeting
  • Set up a meeting
  • Control a meeting
  • Ask good questions
  • Listen to the client
  • Greet clients and build rapport
  • Communicate your technical knowledge in a way that makes sense to the client.
  • Enhance and develop the client’s relationship with your firm.

You will be able to practise meeting skills and experience what it feels like to have successful client conversations.

Learning outcomes

  • Learn the differences between a technical role and a relationship role
  • Learn what your responsibilities are in a meeting
  • Understand the importance of talking to a client in their language not in jargon
  • Understand the difference between features and benefits and how they apply to your client relationships
  • Understand the features and benefits of your service and how to use these to enhance your client relationship

This is not a course to prepare you to meet and engage new clients, for that you need our Perfecting Your First Meeting Course – see here.

Trainers: Steve Martin & James Mousley. Click here for more information.

Venue: Tuttons & The Vaults, 11/12 Russell Street, Covent Garden, London, WC2B 5HZ

Ticket Type Price Qty. Cart
Standard Ticket £245
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