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Wednesday 2nd January 2019
The PFS Power of Financial Planning group is hosting a series of client engagement workshops aimed at enhancing advisers' communication skills and perfecting first meetings with clients.
Attendees will learn how to: present themselves and their firm before the first meeting; effectively communicate the value of what they do; avoid the 'transaction trap'; use effective questioning techniques; and close a meeting and gain commitment from clients.
The workshops will be held at:
- LONDON
Tuesday 12 February 2019 Seligman Theatre, The Royal College of Physicians - SHEFFIELD
Wednesday 13 February 2019 Hallam View, Sheffield Hallam University - LOUGHBOROUGH
Thursday 14 February 2019 The Turing Room, Holywell Park, Loughborough University
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