Are your client referral and retention rates worthy of you?

Which of these relationship-oriented situations would you like to take to a higher level: client referrals, client retention, your overall performance, personal motivation, your effectiveness in meetings, or work related stress? Everything that comes to you in your business life will come to you through the people around you.

And let’s face it, professional training focuses on qualification and regulation and misses the emotional foundation that makes them work. Poor personal performance and missed opportunities result when your business relationships won’t reach their full potential.

In this highly interactive workshop designed specifically for Wealth Managers, you will be able to remove the barriers that prevent effective relationship, so that your client and professional relationships can work successfully for you.

What you’ll discover

9.30 – 5pm

1. How to create opportunities by understanding how relationships work. You will explore two models of human interaction to find that you default to one automatically, limiting you, and that, you can increase the opportunities available to you by consciously choosing the other.
2. That you can transform clients’ perception of you and your service by listening to them actively. You will see that how you listen to your clients determines how your relationships with them go. Your clients can experience being heard and appreciated.
3. How to increase your influence with clients and colleagues by being able to consciously choose a more powerful perspective.
4. How your personality impacts your relationships. You will see how you constructed your personality with its subconscious concerns, which, by their nature, are hidden from you. You will start to discover what these are. Your subconscious concerns run you while you are unaware of them. Once aware of them, however, you run them.
5. How you can revive unsupportive relationships by identifying and addressing underlying real concerns, to positively impact your performance.
6. How to communicate with potential clients so that they feel appreciated and your conversations with them are not perceived as, yet another sales pitch.
7. Simple detox techniques for relationships you’ve given-up on.

Here’s what they say about the workshop:

● “I really enjoyed it and it gives me a lot to think about” ● “Very insightful” ● “Good fun. One of the best” ● “Tips on making business AND personal relationships work” ● “Simple tools for effective communication. Very good” ● “(I wanted to know) how to make my relationships work. (I got) some tools to do just that” ● “Some very insightful methods to handle relationships” ● “Can make a huge positive difference to relationships I had written off” ● “Different perspective, very interesting, good speaker” ● “Became a better listener” ● “. . extremely useful and had an immediate result when I returned to the office and asked a colleague to share his concerns with me rather than pushing him to deliver on the subject he had been avoiding!” ● “Great! Could also give the same course to the married or planning marriage!”

About the course leader

Christopher Jones-Warner FCSI specialises in working with leaders and their teams to establish the communication and relationship skills that enable them to create compelling visions for their companies, and develop and implement the strategies to get there. He has trained and coached hundreds of people in business relationship, communication, and presentation.

He has a background in Wealth Management and is Chairman of the Chartered Institute for Securities & Investment’s Wealth Management Forum. As a Senior Adviser to the CISI, Christopher was responsible for designing the CISI’s flagship, ‘Masters in Wealth Management’ syllabus.

Here’s what they say about Christopher:

● “Christopher is a fantastic tutor. Put the class at ease and communicates really well.” ● “Glad Christopher recommended to me – I learned more than I thought I would, so much more.” ● “CJW was excellent!” ● “I feel my concerns were addressed and I will be able to use all that was learned.” ● “Inspiring course leadership by Christopher.” ● “Excellent day’s training in life experiences.” ● “An entertaining and productive way of teaching.” ● “Presentation was excellent; very personable and had great delivery.” ● “Top class presenter. So many workable examples. Well done! .” ● “Exceptional.” ●

What’s included?

1. You’ll receive individual coaching and feedback during the day as registration is limited to 20 participants only, to ensure that your particular needs are met.
2. You’ll take home a comprehensive set of notes, complete with information covered in the workshop, indispensable supplementary information, and plenty of room for your own notes. Everything you’ve learned will be at hand, ready for quick reference long after the workshop ends.
3. Breakfast (from 9 am), lunch, and your refreshments are included, giving you the opportunity to network with delegates during the day.

Members of the Chartered Institute for Securities & Investment are entitled to claim 6 hours of CPD under the Active Learning element for attending this workshop.