Business to Customer Sales & Service | Bespoke Training for Regulated Advisors

Specialist Regulated Advisor (Life, Investment and Pensions)

We can help you really understand your personality and communication preferences. Ever wondered why we just click and have instant rapport with some people?

Our online assessment will give you a full personal profile with guidance on how you like to communicate and how to communicate with four other distinctive types.

We can show you how to build rapport with anybody and quickly get ‘on the same page’. Way beyond small talk – you need long term clients and lots of them: we will show you how to get there.

We can help you understand the varying ways clients like to receive information and reach a decision when purchasing financial services. We will enable you to amend the language, written material and style you use depending on the client type. This will increase the effectiveness of client meetings and professional connections.

Questioning techniques – we can help you to really understand a client’s hopes/dreams and fears. We can build on years of experience and help you identify their real values, which drive all buying decisions – even your service.

Find our more about our personality profiler.