Learning outcomes

• provide advisers with a structure and process to enable them to construct and deliver effective presentations
• examine nine influencing styles and how these can apply to clients.
• discuss the common ‘tips and traps’ relating to underwriting and claims
• share ideas that work with clients


• the productive week
• influencing skills
• presentation skills
• attracting clients to your business
• strengthening sales relationships
• continuously progressing the sale
• dollar productive activities.

Course dates


  • Tuesday 14 February 2017