Do you struggle with the lower CONVERSION RATE or TICKET SIZE in your MF / Insurance business...Customers are not ready to listen you...not enjoying your profession...Dont worry..You have a good news...till the time you have focused on soft skills / motivational training...But now right time already arrived for technical training which enable your journey towards the Master (Doctor) of your profession. Learn & Master the Art of Goal based Family Financial Planning with Mr. Keyur Shah, Indias Best & No.1 Expert Coach & Trainer (Fast Track) We have successfully completed training workshops Learn & Master the Art of Goal based Family Financial Planning Pan India (Chennai, Delhi, Ahmedabad & Mumbai) for Learning & Development Team of Birla Sunlife Insurance. Training Methodology: 1) Case Study based Pre Training Test 2) Brain Storming: a) Why customer delays decision of buying financial products even though he needs it. b) Why Attrition of SIP/Premature withdrawals/Surrenders c) What could be BEST long term Solution 3) Learn Secret Success of Financial Planner (Art of Financial Planning with 5 step process) 4) Learn Goal based Calculations (Inflation adjusted Corpus & Investments) with 5 step Process 1) Retirement Planning 2) Children’s Higher Education Planning 3) Children’s Marriage Planning 4) Annual Vacation Planning 5) Additional Life Insurance Planning 5) Post Training Test Benefits to Participants: 1) Participant will be able to prepare & present comprehensive Goal based Financial Plan for their Customers. 2) Participant will be able to prepare & present various scenarios & educate the importance of right asset allocation during accumulation & distribution phase. 3) Participant will be able to solve advance queries on personal financial planning of their customer. (Insurance to Estate planning) 4) Participant will be benefited with higher conversion rate, bigger ticket size & AUM will be in the long term with regular practice of Art of Goal based family Financial Planning. 5) Earn Respect & Trust from customers and can launch fee based financial planning service. Total Seats : 5 Venue: Xth Central Mall, Mahavir Nagar, Kandivali W, Mumbai. Duration of Training workshop: 20 hrs. Dates: Every Thursday Afternoon 3:30pm to 8:30 pm Batch Starting Dates: 2nd Oct. Gross FEE 7k/participant...10% Early bird discount till 15th & 10% Group Discount till 15th. Pls Call now for more detail 09167362201 / 09930751709 or visit our website thecfpaspirantclubindia/?page_id=1191
Posted on: Tue, 09 Sep 2014 10:44:44 +0000
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