Five first meeting mistakes and how to avoid them
In this IIL financial planning webinar, Melissa Kidd shares some insight and top tips to improve your first meeting conversions.
First meetings are brimming with potential—a new relationship, new problems to solve and hopefully much reassurance to offer. But often advisers and planners miss opportunities which impact their conversion rates.
Learning objectives:
- How to avoid five common mistakes which can result in poor conversion
- How to weigh up the pros and cons of an introductory/screening call
- How to ask questions to demonstrate your value
Chair: TBC
Venue
- Online event
Booking information:
You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.