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Engagement workshops

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Open-access content 2nd January 2019

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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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