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Technical Set-Up for Online Engagement(RSS01) The Covid-19 pandemic has thrust us into the 4th Industrial Revolution the financial services sector is required to re-invent, re-create, and re-imagine the new world of work. Remote selling will form an integral part of this new reality. The crisis has jolted brokers, advisors and other financial service professionals out of their comfort zone, forcing them to reassess how they engage with their clients and embrace technology in their efforts to service both new and existing clients. Many, like you, are rising to the challenge; our role is to make this transition as easy and profitable as possible. 0.00 12/05/2021 16/12/2021 10
Hosting for Effective Online Engagement(RSS02) In the digital world, time passes more quickly, attention spans are shorter, distractions are more numerous and the medium itself makes it much more challenging to forge a human connection. In this section, you will learn how to organise, run and manage a sound online meeting. Click on the links below to watch the introductory video, work through the presentation, download the handout(s) and complete the assessment for this module. 0.00 12/05/2021 26/06/2021 10
Tools to Streamline Online Engagement(RSS03) In this course, you will learn about tools and technologies that can accelerate your ability to engage and connect with your clients. We will teach you some lesser-known tips about how to make the most out of your meeting platforms, you'll learn about a tool that will save you time and money while allowing you to follow up timeously on your client engagements. Click on the links below to watch the introductory video, work through the presentation, download the handout(s) and complete the assessment for this module. 0.00 12/05/2021 26/06/2021 10
Stakeholder Engagement(RSS04) A failure to gain the agreement we need between buyers drastically reduces your prospects of closing your opportunity. When buyers disagree, more stakeholders get involved, deal cycles take longer, and initiatives often get sidelined in favour of other priorities. In this module, you will learn powerful tips and strategies to overcome this challenge. Click on the links below to watch the introductory video, work through the presentation, download the handout(s) and complete the assessment for this module. 0.00 12/05/2021 13/07/2021 10
Pitch, Persuade & Present(RSS05) In this course, you will learn about how the brain receives a pitch so that you can organise and structure your pitch for greater effectiveness. You will also learn about how to design your pitch deck for maximum impact. Click on the links below to watch the introductory video, work through the presentation, download the handout(s) and complete the assessment for this module. 0.00 12/05/2021 13/07/2021 10
Data-Driven Presentations(RSS06) Buyers can only act on information that they remember, when a buyer cannot understand or retain the information that we communicate to them during our meeting, they lack the clarity needed to make a buying decision. In this module you will learn how to make even the most technical presentations easier to understand and remember. Click on the links below to watch the introductory video, work through the presentation, download the handout(s) and complete the assessment for this module. 0.00 12/05/2021 13/07/2021 10
Foundations of Social Selling(RSS07) In this foundational unit, you will learn how to upgrade your professional brand on LinkedIn, how to determine your social selling index score, how to build and manage your online network and how to stand out in even the most overcrowded digital space. Click on the links below to watch the introductory video, work through the presentation, download the handout(s) and complete the assessment for this module. 0.00 12/05/2021 26/06/2021 10
Productivity in the Era of Remote Work(RSS08) In this course you will learn how to create systems that facilitate your focus, freeing you up from the day-to-day grind so that you can engage fully in the activities that serve your customers, create opportunities, and ultimately result in revenue. Click on the links below to watch the introductory video, work through the presentation, download the handout(s) and complete the assessment for this module. 0.00 12/05/2021 13/07/2021 10
The Ultimate Prospecting Bootcamp In this masterclass series, you will learn the four pillars of prospecting success. 1. How to optimise LinkedIn in your prospecting process 2. How to craft a truly compelling pitch 3. How to convert your pitch to email, direct message, telephone or text 4. Get busy prospecting, supported by your expert coaches By the end of this Bootcamp, you will know how to consistently fill your pipeline with high-quality prospects. 0.00 15/12/2021 04/03/2022 6