The Training Academy

The Training Academy

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The Training Academy is the go-to training provider for IBF accredited courses.

We constantly create a highly curated list of practical, relevant and up to date courses for financial services professionals.

24/12/2021

May your Christmas sparkle with moments of love, laughter and goodwill. And may the year ahead be full of contentment and joy.
Stay Safe!

Photos from The Training Academy's post 02/11/2021

The "New Norm" requires us to zoom around. From office meetings to client meetings and even personal meetings. There are increased cognitive demands of video conferencing communication due to working from home resulting in more people are suffering from Zoom fatigue. While there are no proper diagnosis of Zoom fatigue, some symptoms are
-Avoiding, canceling, or rescheduling video conference calls
-Feeling tense or tired after a video conference call.
-Zoom meetings impaired your ability to multitask or handle your work responsibilities.

Here are some tips to beat zoom

Digital Marketing for Financial Advisor 26/10/2021

Digital Marketing for Financial Advisor What are some ways digital marketing can help financial advisors in your business? What are some challenges face while running a digital marketing campaign?

11/09/2021

Nobody likes to be sold!

Nobody likes to be sold an insurance and this is especially true today where consumers are more educated. A better approach will be sitting down with your client and go thru' their financial planning process in a consultative approach.

Value Added Consultative Selling For Financial Advisors is suitable for
✔️Financial Services Consultant
✔️Financial Planners
✔️FA Representatives
✔️Insurance Agents
✔️Agency Leaders

You Will Learn
✔️Understand the benefits of applying consultative value-added selling
✔️Identify ways to build trust with clients
✔️Develop long term win-win relationship with clients
✔️Understand what drives customer loyalty
✔️Learn how to create value using 2 simple approaches
✔️Identify and study different customer profiles and apply customer-centric selling
✔️Improve questioning technique to elicit buying needs and motivations
✔️Develop empathy when selling
✔️Deliver an effective presentation to the customer with a clear value proposition

Find out more about the course and register your seat via the link below.
https://tta.sg/value-added-consultative-selling-for-financial-advisors/

07/09/2021

Do you know if your recipients had read your email?

Whenever I asked a financial adviser representative, he/she will usually reply "yes, I get a notification." However, that notification tells you the person opens an email but does not indicate he/she reads it and more importantly, is he/she interested in your message.

Do you know what are the ways that these activities can be tracked? If you are interested to know how to do that, let us know by commenting "Yes".

Course Preview Lead Generation Using Social Media | The Training Academy 19/08/2021

About This Course
Prospecting is the lifeblood of Financial Advisory business. The traditional prospecting methods may not work well in a post covid world. Don’t let this negatively impact your pipeline of potential customers.

This course will explain the benefits of social media lead generation. The different types and how they differ. Planning and ex*****on of social media campaigns. Measuring the effectiveness of your prospecting effort.

Course Preview Lead Generation Using Social Media | The Training Academy Prospecting is the lifeblood of Financial Advisory business. The traditional prospecting methods may not work well in a post covid world. Don’t let this negatively impact your pipeline of potential customers.

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Location

Website

Address


2, Venture Drive. #14-02 Vision Exchange
Jurong West
608526

Opening Hours

Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00