TRAINING AND WORKSHOPS

Russell provides training and workshops to small and large groups, both at small to medium and large-scale enterprises. These can run on a single day or multiple days, depending on your needs. Speak with us about your needs.

TOPICS

Russell has specialised knowledge in the area of risk insurance. He has complemented that knowledge with his proficiency in soft skills which helped cement his success in the industry. Here are the training and/or workshop areas he commonly tackles. If you do not see a topic listed, please contact us.

THE FACT-FINDING MEETING

How to open the meeting in a positive manner, control the meeting throughout, close in a positive manner and eliminate competition from that point.

THE IMPORTANCE OF PREPARATION

As opposed to arriving at a meeting, opening up a templated fact finder and then clinically proceeding through a Q and A session.

PROSPECTING

The number one reason why people fail in our industry is through lack of people to meet with.

SPECIFIC SALES CONCEPTS

The Personal Market.

KEYPERSON INSURANCE

How to introduce it and sell it.

GUARANTOR PROTECTION INSURANCE

How to introduce it and sell it.

BUY-OUT INSURANCE

How to introduce it and sell it.

ESTATE PLANNING

Understanding the three phases of estate planning and their impact on individuals should they live too long, die too soon or become disabled along the way.

THE FILE NOTE

There is something about people reading what they said which motivate them to look forward to the next meeting with the adviser.

DISSECTING THE FILE NOTE

How to extract answers to questions and turn them into sales opportunities.

BRAIN, TIME, AND INTEGRITY

Utilising what the adviser has to offer his/her clients.

PRESENTATION SKILLS 101

the most neglected single skill in today’s training programs.

THE FOLLOW-THROUGH

From application form to policy issue.

THE BUSINESS OWNER MARKET

The most profitable but most neglected market.

WHAT THEY SAY

  • Very early on in my career, I was fortunate enough to attend a PD Day which Russell was presenting at. After seeing his brief presentation, I immediately realised that I needed to learn more and enrolled in Russell’s two-day workshop. Little did I know that this investment 15 years ago would define my career and underpin my success in the field.

    Russell’s teachings resonated strongly as they focus on building relationships with clients, in order to reveal the needs and position the solutions which are targeted at the client’s problems. His approach to fact-finding and conducting client interviews showcases modern-day best practice even though his techniques have been collated over a 40+ year career.

    To this day, I continue to use concepts and phrases that I have borrowed from Russell which I continue to benefit from. Our professional relationship has grown into a wonderful friendship and Russell continues to be a source of advice and guidance in many facets of my life. There is no doubt that all Financial Advisers would benefit from Russell’s teachings on building client relationships, fact-finding, constructing client presentations and conducting business.

    SAM PERERA, Grad Dip FP and Adv Dip FP

HOW TO BOOK

If you decide to enlist Russell to provide training and/or workshop, you can do so at any time. Here is an overview of the intake process.

BOOKING

You can use the booking form below or email or call us directly to book Russell for a speaking engagement.

CONFIRMATION

Subject to availability, we will get in touch with you for further details and to confirm your booking.

PREPARATION

You can book for Russell to speak at your location. Travel arrangements will be discussed during the confirmation.

DELIVERY

Training and/or workshop proper. Post-delivery support may be provided.

BOOKING FORM