POWER Live - More Conversations, Better Conversations: The Keys to Successful Client Engagement

Whether we admit it or not, success in all areas of business largely depends on your ability to sell yourself, your ideas and your services. Successful selling means having more, and better, conversations with the right people. But ‘selling’ has so many negative connotations, that many people find it hard to overcome the stereotypical image of who a salesperson is and what they do. This holds them back from being as successful in business - and life - as they could be. 

Terry Mullins has been selling and teaching people to sell successfully for over three decades. He is also the author of The Reluctant Salesman, a book which sets out the keys to success in sales. In this powerful half-day workshop, Terry will introduce the essential components of sales success starting with the development of the right mindset and how to start a dialogue with prospective clients that they will find engaging. He will be sharing ideas and practical advice on sales success together with David Jones, Head of Dimensional’s UK and Ireland Advisor Group. 

This workshop is designed to deliver the following learning outcomes:

  • Tools and techniques for overcoming your reluctance to sell
  • How to organise yourself to maximise the probability of success
  • Setting and ‘owning’ your price, and demonstrating your value



CPD CII Scheme
PFS Accredited 2h 15min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.


David Jones

Dimensional Fund Advisors Ltd

Terry Mullins


Dimensional Fund Advisors Ltd

20 Triton St


Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

Yes. If the conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society events team at regionals@thepfs.org and we can check your records. 

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service soon. 

Please note that you MUST sign in at the conference for all sessions you attend for the events team to validate your attendance. 

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.

If you are unable to download your CPD Certificate after 48 hours, please email regionals@thepfs.org to clarify this.

Please click here to view the schedule of forthcoming events and what CPD sessions will be covered. 

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

Please email the event team at regionals@thepfs.org after the conference and we will send you the presentation slides. 

The dress code is business attire.

Whilst restrictions have now been lifted we would ask you to not attend events if you have any COVID symptoms. 

Please click here for up to date NHS information 

Whilst social distancing is not a government recommendation, we will be limiting capacity at events, to allow additional space around the venue.  Please book now to secure your place, these will be available on a first come, first served basis. 

We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at regionals@thepfs.org