Unlocking Your Appointment Potential

CREDIT:
4 Hours CPD

 

Online Course via GoToMeeting

Tutor:  Antony Brinkman

This course is a step-by-step breakdown of the client appointment. From the preparation before the appointment, through the greeting, fact-finding, presentation of solutions, closing of the sale, instruction-taking, handling of common problems in the appointment right through to the successful conclusion of the meeting.

It covers an in-depth breakdown of the 20 different sections of an appointment, with analysis of not just what to do, but how to do it and why. The logical sequence of actions conducted one-after-another leads to smooth, successful appointments, and more people being helped.

Whether you are new to estate planning, or have years of experience behind you, this course will bring a fresh viewpoint to your appointments to help you unlock the potential that you might otherwise be missing!

Feedback:

I learned the importance of planning, practicing and having prepared answers and understanding the different components and opportunities of the meeting. I was happy I joined

Found it useful and in particular little bits of information i.e. DocuSign, land registry, getting authority to release info form signed earlier, realising that I don’t like my fact find but that actually I can just change it! Thank you!

Dates 2021:

1st December 

Dates 2022:

9th March

15th June

14th September

About

The primary aims of the College are to secure proper public recognition of the professional status of the Will Writing practitioners and to raise and maintain the standards of knowledge, understanding and competence within the profession. The College regards these aims as mutually inclusive and recognises the diversity of entrants into the profession, the wide range of vocational needs, and the nature and degree of support that is obtained from the organisation of which one is associated.

Courses

The Will Validity Course
2nd December 2021

Contact Us

Email: [email protected]

Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way
Lincoln
LN6 3LQ

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