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Client Engagement – Perfecting Your First Client Meeting

We are delighted to announce a series of new financial planning workshops taking place in February 2019. Led by Chartered Financial Planning practitioners Damien Rylett, Managing Director of Brunel Capital Partners and Steve Martin, Chief Executive of Smart Financial, the workshops have been designed to help you perfect your first client meeting. Delegates will learn how to:

  • Effectively communicate your value
  • Avoid the "transaction trap"
  • Use effective questioning techniques
  • Listen more, speak less
  • Move your conversations to the next level

For full details and to register, please visit www.pfspower.org/event