Driving Growth: Turning Your Part-Time Clients Into 100% Full-time Clients

1.00 CPD Points
$87.00 +GST Retail
$74.00 +GST Learning Partner

Learn Module Detail

By Clifton Warren

Duration: 54:37

The financial services industry is currently facing several key challenges: increasing competition, industry consolidation, rapidly changing technology, a soft market (for rates, premiums, and fees), and an increasing number of regulatory requirements. All these factors make it difficult for firms to produce consistent, positive, organic growth.

Your Existing client's are an obvious but frequently “not fully tapped” source of growth opportunities. In this workshop you will learn how to leverage your existing clients to drive new growth and revenue opportunities including:

  • How to identify targets of opportunities
  • How to build exit rings to protect your top clients from competitors
  • How to assess and fine tune your selling capabilities
  • How to nurture clients that are not ready to buy 
  • How to develop and execute your plans


This is brand new workshop based upon Clifton Warren's soon to be released book "Cross-selling Financial Services: A Professional's Guide to Account Development" 

© Copyright Professional IQ College Ltd. Private information collected for this website is governed by our Privacy Policy. Read our Terms & Conditions
Unit 4D, 2B William Pickering Drive, Rosedale, Auckland 0632

Powered by streamSWEET CMS