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By the end of the course, participants will be able to:
1. Explain the importance of prospecting in financial services and its role in driving business growth and client acquisition.
2. Create a daily prospecting routine that incorporates realistic and measurable goals for maintaining a steady pipeline of prospects.
3. Identify and segment the target market by defining the characteristics and preferences of ideal clients.
4. Build a professional network by leveraging existing relationships, utilizing social media platforms, and requesting referrals confidently.
5. Apply effective cold calling techniques, including preparation, scripting, and handling objections positively.
6. Develop strategies to stay motivated, overcome procrastination, and track progress in prospecting efforts.
Successful unit trust investment hinges on strategic decisions. Diversification is the key to spreading investments across various assets to mitigate risks. Aligning investments with your risk tolerance and regularly monitoring fund performance ensures adaptability.
Legacy planning involves strategically crafting and safeguarding the assets, values and goals that one wishes to pass on to future generations. It encompasses financial planning, estate planning and the transmission of personal values and wisdom. Mastering the art of legacy creation and protection entails creating a comprehensive plan that ensures the preservation and transfer of wealth, memories and values according to one’s wishes.
The objective of this course is to provide participants with a comprehensive understanding of value investing principles, strategies, and techniques to enhance their stock investing skills. Participants will learn how to identify undervalued stocks, conduct thorough research, and make informed investment decisions based on intrinsic value.