Name: How to convert Annual reviews into new business and instant referrals
Start: 2027-01-12T10:00:00Z
End: 2027-01-12T11:00:00Z

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 12th January 2027 (Online, 10am–11am)
Topic: How to convert Annual reviews into new business and instant referrals

• How to build three levels of solid trust in seconds.
• How to master soft questioning techniques that uncover real opportunities.
• The nine powerful words that trigger immediate referrals.
• Get your prospect to pick you in the first few seconds
• The exact words to connect with everyone you meet
• What prospects look for in people
• How to create an instant bond with prospects
• Why the back of the mind makes the rapport decision
• How long it takes for the rapport decision

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.

How to convert Annual reviews into new business and instant referrals

CII Accredited

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