How to Gain and Retain More Clients Using 15 Magic Words

Dear London and Kent PFS members,

As we wrap up the year, we’re excited to offer two special webinars in December with award-winning speaker Bernie De Souza. These sessions are ideal for financial advisors, insurance brokers, protection advisors, and mortgage brokers who want to enhance their skills.

Everyone wants these skills sooner rather than later, so here are the two valuable sessions:

Session 2: How to gain and retain clients using these 15-magic words

Date : Tuesday 23rd December 2025 , 10am–11am

Click here to join this webinar: Register for webinar - 23rd December 2025

You’ll discover how to:
•How to run first meetings in less time — and leave with more information
•The 15 magic words that naturally pre-close every presentation
•How to appear organised and respectful of the client’s time
•How to present effectively, even at short notice • How to use a simple agenda to take control without sounding pushy
•How to keep the client’s attention from start to finish
•How to increase conversion rates with a clear, repeatable structure