Cracking the Code

A Structured Framework for Boosting Confidence and Conversions in Financial Services

Register your Interest and Receive More Information about the Workshop – Limited to 15 Spots only

Are you a financial planner or part of a financial planning practice seeking to grow.

Imagine a world where:

Your conversions skyrocket.

Objections melt away with confidence.

Referrals flow in naturally.

Plan fees reflect your true value.

Clients become loyal partners, not just transactions.

With limited spots available, we encourage you to secure your place now and reserve one of the 15 spots available for our workshop scheduled in Brisbane early April 2024.

Register your Interest

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This workshop will be a full-day workshop designed specifically for financial planners and their teams. We'll delve into a structured advice framework proven to boost your effectiveness, increase sales conversions, drive referrals, overcome objections and improve client satisfaction.

Key Takeaways

Master effective techniques and questions to uncover client needs, goals, and objectives with confidence.

Build skills to overcome objections and increase conversion.

Build long-term client relationships that drive action and loyalty.

Increase transparency by demonstrating how your advice specifically aligns with their personal goals to close more business.

Enhance expertise in asking for referrals and prospect your existing client base.

Research shows: Following a structured framework consistently leads to higher sales conversion, happier clients, and improved business results.

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Key Takeaways

Build strong rapport and trust with your clients.

Lead client meetings with clarity and purpose.

Sharpen questioning skills to win and retain business.

Boost sales conversions consistency.

Empower clients with a clear understanding of the power of financial planning.

Build more productive and meaningful client connections.

MEET YOUR FACILITATOR

Kylie Denton signature

Kylie Denton, a best-selling author, seasoned consultant and professional coach in Australia's financial services sector, leverages 25+ years of experience to enhance sales proficiency and productivity.

 

With a psychology background, she partners with industry leaders and smaller boutiques, refining sales frameworks and boosting planner performance. Her tailored strategies empower sales teams to establish client trust, overcome objections and drive conversions, yielding remarkable results.

 

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Brighter Super
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Suncorp
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Don't miss this chance to elevate your practice and your financial planning skills!