I’m thrilled to share an opportunity for expressions of interest in an upcoming workshop led by Kylie Denton, a distinguished best-selling author and authority in financial services sales. This workshop offers tailored insights designed for professionals like yourself, aiming to provide valuable benefits. Please find further details below and be sure to register your interest as soon as possible.
Are you a financial planner or part of a financial planning practice seeking to grow?
Imagine a world where:
Your conversions skyrocket
Objections melt away with confidence
Referrals flow in naturally
Plan fees reflect your true value
Clients become loyal partners, not just transactions
REGISTER YOUR INTEREST – LIMITED TO 15 SPOTS ONLY.
With limited spots available, we encourage you to register your interest – Only 15 spots available for our workshop scheduled in Brisbane, Friday 12th April 2024. This workshop is designed to foster growth and boost confidence. Click here to find out more.
This workshop will be a full-day workshop designed specifically for financial planners and their support teams (including practice managers and operation managers). We’ll delve into a structured advice framework proven to boost your effectiveness, increase sales conversions, drive referrals, overcome objections and improve client satisfaction.
Key Takeaways:
Master Effective Techniques and Questions to uncover client needs, goals, and objectives with confidence
Build skills to overcome objections and increase conversion
Build long-term client relationships that drive action and loyalty
Increase transparency by demonstrating how your advice specifically aligns with their personal goals to close more business
Enhance expertise in asking for referrals and prospect your existing client base.
Research shows following a structured framework consistently leads to higher sales conversion, happier clients, and improved business results.
Don’t miss this chance to elevate your practice and your financial planning skills!
This workshop equips you with the knowledge, insights, case studies, and practical activities to amplify your success and impact.
Register your interest. Only 15 spots available!
Click the button to express your interest and receive more information about the workshop.
Kylie Denton, Director of Performance Advisory Group
Kylie Denton, a best-selling-author, seasoned consultant and professional coach in Australia’s financial services sector, leverages 25+ years of experience to enhance sales proficiency and productivity. With a psychology background, she partners with industry leaders and smaller boutiques, refining sales frameworks and boosting planner performance. Her tailored strategies empower sales teams to establish client trust, overcome objections and drive conversions, yielding remarkable results.
