Selling Financial Services

* Claim back your VAT
Find out more


Aims and Objectives

This programme is targeted at financial advisors whose primary route to value is their advice, not a product. The programme aims to improve the conversion and client retention skills of those attending by examining effective client engagement and business development strategies in the financial industry.

The course is based on leading edge research and experience on what are the most effective ways to advise clients.

The course will follow a typical relationship management cycle, presenting the skills and strategies needed at each stage.  Those attending will by the end of the have a number of leading edge strategies that they can implement to grow their business areas.

Programme objectives

  • Utilise a structured sales model (CIRCLE™) that can be applied across the Bank
  •  Deploy effective techniques that create advancement in situations where client decision making maybe complex and lead times long
  • Use anchoring techniques that increase intangible value of the solution
  • Apply paraphrasing and re-framing techniques that give clarity to client problems
  • Use a questioning technique that is designed for the challenges of financial solutions
  • Apply  the concepts of effective relationship building
  • Adapt effectively to relationship styles they meet
  • Develop and improve their personal presentation and relationship style
  • Be able to structure and control a face to face meeting
  • Develop their clients into a value grow portfolio
  • Reduce lead times through creating both urgency and importance




Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

To find out more about running this course in-house:

Our Tailored Learning Offering

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.


We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:

Read more about our offering or complete a call back request to speak to a learning specialist.


Why us

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product