You can engage Russell to share his knowledge and experience in three ways.
WELCOME TO THE RICS SERVICES
You only have one opportunity to separate yourself from your competitors. There are no second chances to create another first impression. This subject matter focuses on the role of preparation, strategic relationship development, and the SOA presentation to conclude with an agreement.
OF THE FILE NOTE
Of all the skills you need to develop or to acquire as an Adviser, listening should be on top. When you listen, you will be alerted to hidden opportunities that you can use to make your offer more relevant. This subject matter focuses on how you can utilise the file note as a tool for listening.
TO FOLLOW THROUGH
Prospecting is key to activity; activity is key to productivity; productivity is key to profitability. This subject matter focuses on the creation of a profitable referral network to sustain client opportunities, communication with the insured, and building a positive relationship with underwriters.
AND BUSINESS MARKETS
You may already know that the business market is neglected in the insurance area, while you excel in the personal market area. That should not be the case. This subject matter focuses on how you can nurture personal market relationships and break through the business market.
Estate planning doesn’t have to be equated with death. Instead, it can be anchored to three phases: creation, preservation, and distribution. This subject matter focuses on how each of these phases can result to a need and what you can do to help as an Adviser.
Aside from the technical know-how, you should also take time to nurture personal tools that will help you become an effective Adviser: your knowledge and your reputation. This subject matter focuses on how you can design a developmental pathway that opens more opportunities to succeed.
EXPERTISE AND MORE
If you are looking to engage with Russell on a specific area of risk insurance other than those mentioned above, please get in touch so that he can speak to you about it.