2 Online Soft Skills Coaching Sessions with Bernie De Souza
Soft Skills Seminars with Bernie De Souza
The Personal Finance Society Ipswich Committee, in association with the Insurance
Institutes, is delighted to present two exclusive 1-hour soft skills training seminars with
Bernie De Souza, the UK’s #1 Soft Skills Coach.
Seminar Details
• Dates: Wednesday 5th November 2025 and Wednesday 3rd December 2025
• Time: 12 noon to 1 pm
• Target Audience: Members of the Insurance and Financial Services Professions, including
financial advisers, general insurance brokers, and mortgage advisers.
Objectives
• Develop new client soft skills to enhance professional interactions.
Solution
• Two 1-hour expert coaching presentations by Bernie De Souza.
Session 1 – Wednesday 5th November 2025
Topic: How to close more easily using precise soft words, both face-to-face and over
phone/video calls.
Learning Outcomes:
· Use exact words for closing without hard selling.
· Increase your number of clients with improved closing ratios.
· Close business deals and presentations with ease.
· Discover the five levels of closing.
· Identify how and when to close effectively.
· Apply the ‘contrast principle’ to closing.
· Utilize the ‘pride principle’ to closing.
· Negotiate from a strong position.
Session 2 – Wednesday 3rd December 2025
Topic: How to build solid trust and rapport in seconds, both face-to-face and over
phone/video calls.
Learning Outcomes:
· Get your prospect to choose you in the first few seconds.
· Use the exact words to connect with everyone you meet.
· Understand what prospects look for in people.
· Create an instant bond with prospects.
· Why the subconscious mind drives rapport decisions.
· Recognize visual triggers that create trust.
· Use tone to relax the prospect.
· Know how long it takes for rapport to be established.
How to Register?
· Registration is available to all CII Members and will be free of charge. We would encourage you to sign up for both Seminars. It will be online via Teams. The link will be sent once you book onto the event.
Venue
- Online event
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 hours' 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.