Leads Generation for Financial Services Consultant (LG-B1)
Overview
Prospecting – Leads Generation is designed to equip participants with a good understanding of acquiring customers through different platforms – Offline & Online. Are you still doing cold calling, spamming marketing messages via social media platform? With the New Norm – COVID-19, growing of different types of social media and restriction of Do Not Call registry, reaching out to prospect is even more challenging! Many financial consultants still feeling lost and having fear when it comes to creating executive presence and personal branding, especially in the Online platform – Social Media. In this intensive training, you will learn about how to work smart instead of just working hard when it comes to prospecting.
Course Content
- Identify individual sales goals and create actionable business plan to achieve these goals
- Strengthen current client pool and identify potential target clients to expand into new markets
- How to build business strategies and develop it into a practical action plan
- Match personal strengths into developing the action plan and growing new clientele
Course Objective
- Identify individual’s sales goals and create actionable business plan to achieve these goals.
- Strengthen current client pool and identify potential target clients to expand new market.
- Learn how to build your business strategy and develop it into a practical action plan.
- Learn to match your strength into developing the action plan and growing your new clientele.
- Identify individual sales goals and create actionable business plan to achieve these goals
- Strengthen current client pool and identify potential target clients to expand into new markets
- How to build business strategies and develop it into a practical action plan
- Match personal strengths into developing the action plan and growing new clientele
- Identify individual’s sales goals and create actionable business plan to achieve these goals.
- Strengthen current client pool and identify potential target clients to expand new market.
- Learn how to build your business strategy and develop it into a practical action plan.
- Learn to match your strength into developing the action plan and growing your new clientele.
GT Author
About Instructor
Teacher Courses
Banking & Finance Courses, Financial Industry
Understanding & Reading Client’s Financial Personality & Behaviour as Financial Services Consultant
SkillsFuture Singapore (SSG) - WSQ, Workplace Safety & Health