How to gain and retain clients

The Personal Finance Society Kent and London have organised an exclusive 1-hour soft skills training session for all members, experienced and new, who wish to brush up on or learn these specialist skills.
These sessions will be of particular interest to financial advisers, general insurance brokers, and mortgage advisers, but the techniques apply to anyone working within the Insurance and Financial Services professions.

OBJECTIVES: To obtain new client soft skills.
SOLUTION: 1-hour coaching presentations.

Session – Tuesday 8th December 2026 (Online, 10am–11am)
Topic: How to gain and retain clients using these 15 Magic words and soft closing techniques

•    Conduct first meetings more efficiently while gathering clearer information 
•    Present in a structured, organised way that respects the client’s time 
•    Deliver effective presentations even at short notice 
•    Increase client engagement and attention throughout the conversation 
•    Improve conversion rates through clearer communication and a consistent process
•    Learn the exact words for closing without even selling
•    To increase number of clients, with better closing ratios
•    Close business deals and presentations easily
•    Discover the five levels of closing
•    How and when to close
•    Negotiating from a strong position

Sign up with the link here.