16th November 2011
Pathway to Success or failure?
Better Client Relationships Workshop, we have a limited number of free places for Panacea members.
The Retail Distribution Review (RDR) is a reality and will herald a new dawn for the retail financial services industry.
If you want to ensure client trust and loyalty and are concerned at the effects of regulatory change, then you need behavioural skills that succeed!
Do you have a system for understanding, exploring and applying behavioural economics, client behaviours and judgmental biases? Not sure how to create one?
Join us on 24th November and you’ll learn exactly how to create your very own Better Client Relationships programme - and how to make it work. This half-day workshop takes you through the process step by step. By the end you’ll have a solid, workable system AND the motivation to make it happen.
“I thought the workshop was really good. I came away with some very useful ideas. I’ve attended much longer, expensive seminars in the past and have left feeling as though I’ve done all the work for not much benefit. A very different feeling here. My overall evaluation: Excellent.” Carol Hunter Relationship Manager Myddleton Croft Ltd.
What’s included on the day…
- Understand client behaviours that are key to your business relationships detriment and success.
- Develop influencing strategies to minimise the impact of irrational behaviour and clarifying the benefits clients receive from a relationship with you.
- Attract suitable clients for your services.
- Inspire clients to understand the value of your services, recognise and counteract clients’ inclination to dispense with on-going services.
- Identify cause and effect and locus of control: How events shape behaviour and alter clients' beliefs about risk.
- Identify behavioural signals when a client maybe harbouring un-vocalised unease about the relationship.
- Be conversant with key works of Professors David de Meza, Robert Thaler, Robert Cialdini and Kevin Dutton on the universal principles of behavioural finance, influence and persuasion.
- Be able to describe what behavioural economics is and how this affects client relationships.
- Be able to describe how cognitive biases affect client behaviour.
- What you should be doing daily, weekly and monthly to nurture your clients’ relationship capital.
- Get your mindset right - how your thinking directly impacts on your client relationships.
Who is this event for?
- Professionals involved in client relations and learning and development
- Those responsible for developing communication and behavioural skills and client wealth management in their business
- Senior managers responsible for the development of their advisers
All those who want to know what the successful behavioural skills and methods are going to be in 2012 and 2013
To register simply click here
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