Within a fast changing industry like financial services, it is hugely important to keep one step ahead, to ensure you are able to capitalise on new opportunities before your competitors.
Adviser Breakthrough Solutions is one of the leading IFA coaching services in the UK and they have coached over 1,100 financial advisers. This philosophy shapes everything they provide and they also pride themselves in keeping advisers ahead of the curve.
Over the years, Adviser Breakthrough Solutions has grown from a purely coaching organisation to provide a wide range of services for today’s financial adviser. As a client focused business, they develop new strategies and tools wherever their clients need a new and innovative solution to a challenge they face.
A typical workshop agenda includes:
- Adopting a proven business model
- How retainers can transform your practice
- Making a success of every initial client appointment
- Processing business effectively
- Time management skills and strategies
- Setting goals and achieving them
- Toolbox of ideas with a special guest speaker about writing business
- Spotting revenue streams in every prospect you meet
Workshop Dates & Locations
31st January 8:30am – 17:00pm
27th March 8:30am – 17:00pm
31st May 8:30am – 17:00pm
26th July 8:30am – 17:00pm
27th September 8:30am – 17:00pm
27th November 8:30am – 17:00pm
For more information call 023 8089 2222, or to reserve your place.