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Triplejump e-module #13: Advice & Sales - Generating New Business

Event Type: Other
When: 07 Sep - 06 Sep 2020
Time: Anytime
Venue: Online e-module
Location: Online e-module
Provider: Triplejump
Contact:
Practitioner Member Fee: $92.00
Associate Member Fee: $92.00
Affiliate Member Fee: $92.00
Non-Member Fee: $92.00
CPD Credits: 1 CPD Hour
Description:  
Type: Online
Level: Foundation
Industry Knowledge: General principles of financial planning
Presenter: Online content developed for Triplejump by Cecilia Farrow CLU
THIS IS AN E-LEARNING MODULE TO BE COMPLETED IN YOUR OWN TIME - IT IS NOT A WEBINAR

Challenging but essential – the ability to generate new business is a must have for any successful business.

The module guides you through key skillsets such as networking, introductions and generating referrals. Learn how to delve into the ‘mindset’ of potential customers - making the most of potential business opportunities. This module is a must have for anyone who wishes to increase their client portfolio.

Learning Objectives:

1. Understand the key principles of asking for introductions that match your communication style.

2. Implement a referred-business generation process.

3. Understand strategies for successful networking.