How to get quality appointments on the phone with both inbound and outbound calls
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 19th January 2027 (Online, 10am–11am)
Topic: How to get quality appointments on the phone with both inbound and outbound calls
• Book more appointments using simple, rejection-free techniques
• Build instant rapport and connect emotionally on the phone
• Turn enquiries into appointments with confidence
• Handle awkward questions and initial objections smoothly
• Read caller intent through tone and pacing
• Open outbound calls naturally without sounding scripted
• Overcome common blockers such as “I’m busy” or “Send me an email”
• Create curiosity and guide prospects towards booking an appointment
Sign up with the link here.