Selling financial solutions
Present numbers convincingly
Why this is a must
Visualise any money matter with just a pen, paper and calculator, and lead your client to the solution to their problem.
You will be considered a financial wiz.
Languages: English or German (Genial einfach rechnen®)
Who benefits
All sales personnel and advisors in the financial services sector who want to be more self-confident when dealing with clients – by providing outstanding solutions to (mathematical) financial issues and by reinforcing the client relationship and facilitating closing.
Choose intensity & format of your training
Business training
Duration
3 days
Learn
Train
No. of People
10
Trainer
1
Format
face-to-face
3 days
10
1
face-to-face
Express training
Duration
2 days
Learn
Train
No. of People
8
Trainer
1
Format
face-to-face
2 days
8
1
face-to-face
Impulse lecture
Duration
60 min
Learn
Train
No. of People
25
Trainer
1
Format
face-to-face
60 min
25
1
face-to-face
Web training
Duration
modular system
Learn
Train
No. of People
8
Trainer
1
Format
online
modular system
8
1
online
Web lecture
Duration
60 min
Learn
Train
No. of People
25
Trainer
1
Format
online
60 min
25
1
online
In-house seminars are a great option (and the best value) for groups of 5 or more.
a confidential environment
your ideal date & location
teambuilding effects
learning partnerships
tailor-made solutions
real individualisation
Don’t have the time to attend a seminar? Or perhaps you are working in a highly confidential area?
With our Executive Coaching programme, we can offer you a bespoke service.
Your benefit
We will work with you on your presentation, ensuring that your next public speaking performance is a success.
This won’t take much time, and will be highly specific, discreet and effective.
How to explain figures openly and clearly in order to build confidence.
Contents & methods
Training course content
Key interconnections in commercial and financial mathematics – understand 100% and apply confidently in consulting
Visualisation of all of your clients’ money matters – with just a pen and a sheet of paper, spontaneously and professionally
Calculation of complex financial issues with a simple financial calculator – fast, correct, and together with the client
Lead clients to the right decision by means of an active financial dialogue – dynamic, respectful and convincing
All of this is achieved by exclusively working on practical case studies – from retirement provisions to zero-bonds
Training methods
An initial check determines the existing level of knowledge without any loss of face
Easy-to-remember rules for spoken signals and calculations are practised with partners and then applied to case studies
Synchronous learning: a special video set up that allows all participants to see what is visualised and calculated in a one-on-one discussion
A clear didactic structure that develops skills step by step and anchors newly acquired knowledge
Consistent documentation of all calculated examples in the participants’ manual ensures a lasting learning transfer
Focus areas
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Perform with confidence -
Develop enthralling stories -
Create clear structures -
Master any ad hoc situation
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