How to connect with Professional Introducers who pass their best cleats to you

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 26th January 2027 (Online, 10am–11am)
Topic: How to connect with Professional Introducers who pass their best cleats to you on a regular basis

•    Identify the best professions and places to find potential introducers.
•    Recognise high-quality introducers and genuine opportunities.
•    Build instant rapport and trust using effective words and questions.
•    Attract and engage new professional introducers.
•    Recognise and motivate introducers within regulatory requirements.
•    Convert introductions into clients using soft closing techniques.
•    Understand the long-term value of professional introducer networks.
•    Develop a strategy to generate consistent, quality introductions and new business.

Sign up with the link here.