Help with Search
 
 
Picture of Lourika Els
FPI CLIENT ENGAGEMENT WORKSHOP
by Lourika Els - Tuesday, 4 September 2012, 02:47 PM
 
Dates and venues
  • 26 September – Western Cape, Crystal Towers 
  • 27 September – KwaZulu-Natal, Coastlands on the Ridge, Musgrave 
  • 28 September – Free State, Kapono Nokeng 
  • 3 October – Johannesburg, Randpark Club 
  • 4 October – Pretoria, Sorex Estate 

Overview

This workshop does not focus on product but rather understanding, relationship building, connection, empathy and coaching. The aim of this workshop is to introduce financial planners to the following concepts...

  • A mind-shift from transactional-mindedness to transition-mindedness client engagements.
  • Full client engagement (pre-transaction, transaction and post-transaction).
  • Cultivating deeper connections with your client.
  • Creating financial planning opportunities through better client engagements.

Speakers

Prof. Dawie Smith
Nigel Willmott, CFP®

Cost

Members           :  R800.00 (incl. VAT)

Non-members    :  R1400.00 (incl. VAT)

FPI members can earn 3 CPD points.

Read more:  http://www.cvent.com/d/mcq2j2

 


Connect with us