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6 Proven Steps to increase financial product sales, customer retention and referral business by more than 50% Workshop

Do you know that providing top-class customer service is important to the survival of your FINANCIAL PLANNING business/practise? Now for the first time we have developed a process that will make this a breeze and assist you to close more sales, double up you income and getting more referral business than you can handle.

Ask yourself frankly. 

  1. How many customers can you handle in a day or a week or a month?
  2. How would you like to double the number of customers and income in the next 6 month?
  3. How would you wish that your customers call you more than you call them?
  4. How would you like to start to receive calls from your customers referring more businesses to you?
  5. How often do you communicate with your customers? Every day, every week, every month or when you want to sell some products. 

What we do, is guide you and provide a total holistic solution that covers every aspect of the financial requirement of your client. With this process, your client is always on your priority list. You will no longer need to work HARD but work SMART.

 

You will DISCOVER the following in our workshop. 

  1. How you can double your customer base and income in 6 months or less?
  2. A simple step for your customer to want to buy from you instead of you trying to sell to them?
  3. How you can INSTANTLY improve your relationship with your customers with little effort?
  4. Why your client will want to disclose all their finances to you willingly?
  5. Why you should be the most important person your customer will want to call with regards to all his financial matters and investments?
  6. How you can increase your financial product sales and services by at least 50% and create a NEW revenue stream?
  7. How you can provide a chargeable professional financial advisory services starting TODAY?
  8. How a SIMPLE process takes less than 15 minutes can do all the above and more?

 

Workshop Details

 

Organizer:           XPERT TECHNOLOGIES – www.AtOneGoFinancial.com

Date:                  14th September 2011

Fees:                  FOC

Time:                  10.00am to 12.30pm

Venue:                33rd Floor, Menara Keck Seng, Jalan Bukit Bintang Kuala Lumpur.

Total Seats:        10 

Hurry, join us for this workshop TODAY. You really have nothing to lose. Join the new wave in FINANCIAL PLANNING PRACTICE. Limited seat available. 

To register, please send your Name, Contact Number, Email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 012-3083011 for further information.

 

 

News Flash

Our course "Harnessing ICT To Propel Your Financial Planning Practice" have been approved by Financial Planning Association of Malaysia and Securities Commission. The course is a one day course to be held on 24th Sept 2011. For more information, please send email to efp@AtOneGoFinancial.com

 

 

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