Understanding & Reading Client's Financial Personality & Behaviour as Financial Services Consultant (FPB-B1)
Overview
Overview
Profiling – Understanding Client’s Financial Behaviour & Personality is designed to equip participants with a good understanding of identifying how clients think, talk and make decisions. You will learn about the different types of psychological preferences of your potential prospects and clients, how they communicate and make their buying decisions. This programme will show you how each “type” operates and communicates differently and what drives their purchasing and investing behaviour.
Course Content
- Identify an individual’s psychological preferences through their style of communication and behaviour
- Determine what motivates potential clients and drives their purchasing and investing behaviour
- How to negotiate and persuade effectively
- Discover how clients prefer to buy, and engage them by adapting to their communication style
Course Objective
- Identify individual’s type of psychological preferences by the different ways of communication and behaviour.
- Learn about what motivate your potential clients and drives their purchasing and investing behaviour.
- Learn how to negotiate and persuade effectively by turning objections into done deals.
- Discover how your clients prefer to buy and engage them confidently by adapting to their communication style.
Course Content
- Identify an individual’s psychological preferences through their style of communication and behaviour
- Determine what motivates potential clients and drives their purchasing and investing behaviour
- How to negotiate and persuade effectively
- Discover how clients prefer to buy, and engage them by adapting to their communication style
Course Objective
- Identify individual’s type of psychological preferences by the different ways of communication and behaviour.
- Learn about what motivate your potential clients and drives their purchasing and investing behaviour.
- Learn how to negotiate and persuade effectively by turning objections into done deals.
- Discover how your clients prefer to buy and engage them confidently by adapting to their communication style.
