Professional pathways
Adviser success virtual workshop.
What is the Professional pathways adviser success virtual workshop?
This workshop takes the form of a 1-hour webinar led by financial services expert Tony Hughes.
You'll learn how to build a high-value client base by adopting a growth mindset, refining your targeting and using technology to drive smarter, more sustainable business growth.
Overview.
The Adviser success workshop is facilitated by financial services expert Tony Hughes. You'll:
- Unlock the secrets to maximising income and profitability with a growth mindset and success strategies.
- Learn to refine your ideal client profile for precise targeting, engaging with the right intent and messaging, securing valuable referrals and success with your tech stack.
This masterclass series lays the foundation for further exploration within the ‘Business sales and growth’ pillar.
Learning objectives.
- Adopt a growth mindset for proactively building a high-value book.
- Why the excuse not to engage is the very reason why the client should.
- Effectively target best profile clients and how to structure client-centric messaging.
- Understanding the power of trigger events and referrals.
- The importance of effective technology adoption.
Your facilitator:
Tony Hughs.
Tony has 35 years of corporate and sales leadership experience having generated record-breaking results as a salesperson, head of sales, and CEO leading the Asia-pacific region for multi-nationals. He is a best-selling author, consultant, trainer and keynote speaker.
Questions about this event?
We are dedicated to ensuring that you get the most out of the programme, empowering you to achieve your business goals. If you need any support along the way, reach out to our friendly Adviser edge team at adviseredge@fidelitylife.co.nz or your Business manager.
