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Thinking Achievers Ltd offer a comprehensive range of skills development options

All of our Sales Skills programmes are designed to help our clients increase business income

Below we outline details of some of our forthcoming Sales Skills Training programmes

Programme: Professional Adviser Fact-finding boot Camp - October 2014
Description: Fact finding boot camp This is a complete adviser soft skills development event. The programme is designed for advisers who will benefit from a truly immersive learning & development experience. Led by expert facilitators & assessors, conversational fact-finding equips attendees with the soft skills required to conduct highly effective fact-find meetings with clients and in doing so, write more business and deliver better client outcomes. The event is delivered over two full days in order to minimise time away from the business. If required, group events can be tailored to meet specific organisational requirements. Weekend events can also be facilitated.

Qualification requirements; Advisers should have completed/be nearing completion of the applicable technical qualification required for their role. Concessions are available.

Content overview: Our Fact-finding Boot Camp comprises a balanced mix of theoretical and practical sessions that equip financial advisers with the essential soft skills required to 'know your client'.
In order to gain the maximum benefit from this programme we ask that advisers attend with an open mind, the drive to apply themselves at 100% throughout the course and a commitment to achieving the best outcomes for their clients.

Advisers attending the Fact-finding Boot Camp will:
  • develop deeper adviser - client relationships
  • write more business more often with more clients
  • receive more referral business
  • learn how to conduct effective fact-find
  • understand buying psychology and soft-fact questioning techniques
  • develop and deploy effective objection management techniques
  • be able to read and understand key non verbal indicators
  • receive detailed feedback notes to aid skills transfer into the 'live' advice environment
Duration: 2 days.
Maximum course number: 14

NEXT Fact-finding Boot Camp:
  • Commences: October 2014, date to be confirmed
  • Location: Confirmed
  • Cost: £395+VAT. Accomodation available at preferential rates
  • Applications / register of interest invited now
►►►NEXT Steps:
Please use the email address below to confirm your interest and we will be in touch to make the necessary arrangements.

For regular updates and developments please ► ► ►  

Details of forthcoming programmes/events due to be scheduled are listed here.
We are also able to create and deliver programmes / workshops tailored to meet specific firm requirements.
Programme: Presentation Skills - Foundation Details to follow
Programme: Professional Adviser Skills Refresher Details to follow
Programme: Presentation Skills - Advanced Details to follow
Workshop: Questioning & Listening Skills Details to folllow
Workshop: Personal Motivation & Goal setting Details to follow
Workshop: Social Media Details to follow

For further information regarding the above or a specific learning / development requirement, please contact; Jan Willmott.

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