What is the Best way for advisors to improve their skills to get more clients ?
A live, hands-on workshop? When that is not an available option, we can fall behind the competition.
A Blended learning experience is the next best option to improve advisors' skills. Stay ahead of the competition with skills like:
• Faster prospecting • Rapport in seconds Automatic referrals
• Appointment success • Quicker closing • A programme for Managers
My Blended Learning Experience includes video training, audio, one-to-one coaching and downloadable worksheets and quizes.
The benefits for the Advisors are:
• No travel time or expense
• Learn at your own pace
• Accountability quizes and CPD Accreditation
Great Referrals skills Bernie, I would recommend these skills to any Advisors that would like to grow their business.
Janine Edwards, Principal Partner, St James’s Place Wealth Management
Bernie has delivered soft skills for the Personal Finance Society and CII both in the UK and abroad for several years. These skills help Advisors to get more clients and ultimately deliver better outcomes for their clients.
Keith Richards, CEO of the Personal Finance Society and Managing Director of the Chartered Insurance Institute
The blended learning delivery of skills Bernie teaches, enabled my team to get more clients during lockdown which meant we could learn at our own pace with no traveling time or expense. The CPD points was a bonus. Thank you Bernie
Andrew DaSilva Managing Director Direct Financial Services
