Rob Brown - Business Networking Skills, Networking Training, LinkedIn Training

Networking Skills for Financial Services

Are You a Financial Advisor (IFA), Financial Planner (CFP) or Work in Financial Services?

Do You Rely on Networking, Referrals, Recommendations And Introductions to Grow Your Business?

Would You Like a Constant Flow of Referrals and the Ability to Create Opportunities from a Range of Networking Situations?

For financial planners and financial advisors, competition is tough, money is tighter than it was and opportunities are much harder to come by. The whole financial services market has undergone massive change over recent years, and continues to be uncertain.

The good news is that although trust and confidence in the markets is at an all-time low, there has never been a better time to build a solid financial services business through focused networking, targeted seminars, positive word of mouth and strategic referral marketing.

The problem is that pretty much every financial planner and financial advisor is technically competent and professionally able. So it’s often hard to distinguish yourself as anything better than the rest. In fact, most financial services companies, agents and representatives are seen as almost identical. That means similar prices, similar products and similar services.

Even if you are better than most, with better products and services at your disposal, you may still be struggling. Your competition make more money and have better clients than you. Why? Because they are better than you at ONE THING. Marketing themselves.

The top earning financial planners, brokers and planners have enhanced soft skills. They have invested time in things like business networking skills, high trust strategies, persuasive skills, referral marketing skills and mental toughness.

You’ve heard that people buy people before they buy firms and organisations. Yes, a good brand and a good name helps, but it’s the individual financial advisors and financial planners who will attract the individual clients. Yet workshops coveringnetworking training for financial advisorsand referral marketing skills for financial plannersare not common. Networking skills training should be a vital part of your professional development, but it isn’t. LinkedIn training for finance professionalsand training for IFAs in business networkingshould be part of your financial qualifications, but they are not.

Look at the on the job training you get. Rich in product knowledge and compliance. But poor in networking skills, referral marketing strategies and lead generation. It’s unlikely you’ll see Business Building for Finance Professionals. Nor Referral Skills Training for CFPs and IFAs. Nor LinkedIn Skills for IFA. And definitely not Networking Skills for IFAs and CFPs. Some progressive companies are beginning to ask for Social Media Training for FinanceProfessionals. But generally the outlook is bleak for the professional development of IFAs and CFPs in the area of soft skills like networking and referrals.

Fortunately, networking skills, LinkedIn skills, referral marketing skills and social media training forfinancial plannersand financial advisors are all coachable. Business building training for Finance Professionalsis vital if you are:

Keen to fast-track your financial career; make partner or director
Looking to open up new lines of engagement with clients and contacts
Needing to stand out in a competitive environment
Not getting the referrals you need to grow
Out there networking but not really getting anywhere
Struggling to win the kind of clients you really want
Trying to bring in more work but not hitting your targets

With the rightfinancial servicesnetworking skills training, you can...

Become the number one 'go to' financial professional for what you do
Create more referral opportunities for yourself and/or your firm
Develop powerful networks of introducers, brokers and intermediaries
Enhance your reputation, raise your personal profile and develop personal credibility
Enhance yourcareer options and promotion prospects
Increase your visibility with key players, decision makers, influencers, movers and shakers
Grow your practice in a low cost way with the right kind of people
Win new business, bring on new clients and source new work opportunities

The following interactive, skill-based half day and full day CDP accredited workshops focus exclusively on referral marketing, social media andnetworking skills training for financial planners and advisors. They are designed and delivered especially for financial planners who have to win work, generate referrals and create business opportunities.

Foundation Networking Skills for Finance Professionals, IFAs and CFPs

For:newly qualified IFAs and CFPs; IFAs and CFPs with less than 5 years' experience; IFAs and CFPs entering a new role, new location or new environment and needing to build a network from scratch; would-be Finance Professionals wanting a career in the financial services industry profession; experienced financial experts who struggle with the business building side of their role.
You want to establish yourself as a technically competent and rounded financial advisor or financial planner. You’re perhaps ambitious to push onto partner, director or board level. Above all, you want a solid network of influential connections, advocates, door openers and useful professional contacts. Yet business networkingis a challenging skill to master. You may attend business events, but you’re not being strategic and you don’t always know how to take the conversations to the next level. So invest in this high impact financial services networking skillstrainingworkshop and discover...

Lots of tactics to work a room confidently and effectively
How to use stories and elevator speechesto make people talk about you and remember you
Ways to set networking goals around the connections, the influence and the reputation you want to have
Which of the Eight Networking Strategieswillensure you are the IFA or CFP of choice
The Six Phases of a Networking Conversation, with both prospects and potential referral sources
The need for a Networking Preparation Checklistto ensure you capitalize on every networking opportunity
Your own networking strengths and style to ensure maximum networking enjoyment and productivity
How to follow up your networking to make your conversations count
What just one hour a week ofnetworking effortwill do for you and your business.

Advanced Networking Skills for Experienced Finance Professionals, IFAs and CFPs

For:finance professionals with more than 5 years' experience; IFAs and CFPs with an established network who want to connect at a higher and deeper level; experienced marketing professionals and communications managers in finance firms and organisations; IFA/CFP franchise owners looking to expand, recruit and possibly exit.
You've been in financial services for a number of years. You're technically strong, very experienced and want to push yourself and/or your firm forward for greater things. You could be looking at promotion within your company, or just wanting to take your business to the next level. You need an influential, deep and diverse network of strong professional contacts who can introduce you to lots of the right kind of clients. Book in for this senior level networking skills workshop and discover...

How to play special networking situations such as your own events, black tie dinners, trade shows, exhibitions, conferences, seminars and workshops
Why the right networking strategy will help you achieve your career/income goals much faster
The four networking personality types and how to maximise interaction with each
How to calibrate your current network, identify gaps and devise a 'hit list' of networking contacts to take your connections to a higher and more influential level
How to craft compelling elevator speeches in various social and business situations
Quick ways to build trust and credibility in your relationships
How to manage and sustain a high level network over time
Advanced tips and tactics for following up, keeping in touch and staying 'front of mind' with your network
What 30 minutes of networking per day will do for you and your business.

Social Media Training for Finance Professionals, IFAs&and CFPs

For:financial ‘rainmakers’ responsible for bringing in the business; finance professionals looking to become the number one choice in their target market; IFAs and CFPs wanting more referrals from clients and other professionals; IFA firms looking for alternative avenues of lead generation and brand awareness; firms and financial advisors with particular financial expertise targeting particular clients; young and/or newly qualified IFAs and CFPs who are social media savvy and want to strategise their online networking; finance professionals wanting to raise profile and build reputation in their geographical or niche community; firms with specific products and services for targeted prospects.
All major finance firms now have a presence on both Twitter and Facebook, meaning they have as much of a business function as a social one. LinkedIn is the largest professional business directory in the world, with many thousands of finance professionals, recruiters, firms, associations and bodies represented. Social networking skills for finance professionals is an absolute must for job security, lead generation, career progression and reputation management.
Sheer volumes of traffic and users mean social media has massive momentum. More importantly, your clients and prospects are using these channels. And you’ve got to be where they are if you want to get noticed. That means there are massive opportunities for IFAs and CFPs with the right networking training and skill set. So invest in this social media training for IFAs and CFPs workshop and discover...

How LinkedIn, Twitter and even Facebook can open up new worlds for your finance practice
How to use social media to stay ‘front of mind’ with your financial clients
The power of ‘niching’ choosing target markets and building online communities of fans
How you can separate social networking from the professional side of online networking
Where and how to set up compelling and ‘sticky’ online profiles
What it takes to create an authentic online proposition that differentiates you from your competitors
The need for engaging content to boost your social media presence
Ways to generate quality leads using social media
What and why to outsource/delegate when it comes to social media so you save your precious time
What 20 minutes a day of social media marketing will do for you and your business.

Referral Marketing Skills Training for Finance Professionals, IFAs and CFPs

For: all finance professionals,IFAs and CFPs with a business development angle to their role; rainmakers in professional finance firms; financial advisors with sales targets, new client goals or goals to add more value to the firm; ambitious finance professionals who want to fast track their finance career; solo and small firm financial advisors who have to generate clients as well as serve them.

Your ability to generate work and win clientsfor your firm is the single biggest skill you can learn to fast-track your finance career. And while you might get lucky at a networking event with a prospect that fits your client profile and needs EXACTLY what you do at EXACTLY that time, it’s unlikely. Which means you need to be leveraging your network for streams of high quality referrals. Attend this special referral skills for finance professionalsworkshop and discover...

The five major reasons you don’t get referrals
Why being ‘good enough’ is not good enough to generate referral business
The three real reasons clients switch advisors
The difference between a fan and an advocate, and what you can do to create advocates
Five killer questions to identify the current relationship a client has with their IFA or CFP
Different approaches to leverage existing clients and other professional contacts for referrals
How to motivate and educate people to introduce you to their network
Secrets to explaining exactly what you’re looking for and elicit the name
The four words that will turn one introduction into three or more
Actual scripts to ask the crucial questions
The best and worst times to ask for referrals
A structured framework to guarantee streams of high quality referrals.
Beginners LinkedIn Networking Skills Training for Finance Professionals, IFAs and CFPs

Beginners LinkedIn Networking Skills Training forFinance Professionals, IFAs and CFPs

For:newly qualified IFAs and CFPs; IFAs and CFPs with less than 5 years' experience; IFAs and CFPs entering a new role, new location or new environment and needing to build a network from scratch; would-be finance professionals wanting a career in the financial services industry profession; experienced financial experts who struggle with the networking side of their role.
LinkedIn is a vital part of the modern finance professional’s toolbox. Throw away the black book and the rolodex. All you need to build a significant, high level network is an internet connection and a mobile phone! LinkedIn is the world's largest professional business director, and a very valuable source of professional contacts, high net worth individuals, background information and potential clients. This comprehensive beginnersLinkedIn networking skills training for financial planners and financial advisors will show you...

Why Linkedin is such a powerfulbusiness toolfor finance professionals
The key elements of a powerful online networking profile for maximum exposure and credibility
How to stand out from your competition (internal and external) using LinkedIn
How to set your online networking goals, whether it's making partner, a new job, more income, more clients, finding mentors, tapping into resources or keeping in touch with key people
The Ten LinkedIn Marketing Strategies for online networking success
Tips,tricks and techniques to help you accelerate your LinkedIn networking
How to build your network in the most effective way
What 20 minutes a day of Linkedin networking will do for you and your business.

Advanced LinkedIn Networking Skills for Training for IFAs, CFPs and other Finance Professionals

For:finance professionals with more than 5 years' experience; IFAs and CFPs with an established network who want to connect at a higher and deeper level; experienced marketing professionals and communications managers in finance firms and organisations; IFA/CFP franchise owners looking to expand, recruit and possibly exit; CFPs and IFAs wanting to raise their profile and their reach using online methods; finance professionals seeking to establish a national or international footprint.
You're an experienced IFA or CFP who wants to network at a higher level. You recognise that the network you have now is not enough to take you to the next level. You want more reach, more influence, more wealth, more referrals and more choice with your clients. LinkedIn is your answer if you know what you’re doing. This advanced LinkedIn networking training for IFAs and CFPswill teach you...

Advanced techniques for boostingyour LinkedIn profile, using keywords and increasing 'traffic'
How to find connect with and engage practically anyone you want to meet
The power of LinkedIn features such as Groups, Apps, Recommendations, Folders, Searches, Questions, Polls and
How companies and organisations fit into your LinkedIn strategy
How to master your networking time by devising your personal LinkedIn networking daily and weekly schedule
Whether or not to invest in a 'premium' Linkedin account
The Ten LinkedIn Marketing Strategies for online networking success
Proper LinkedIn etiquette for handling connections and building credibility online
How to use LinkedIn for lead generation and recruitment
What 20 minutes a day of Linkedin networking will do for you and your business.