A professional adviser has to be both technically excellent and be able to tell clients why they, and their firm, are better than anyone else. A few, really lucky, people are naturally good at both!
Most need to work at it and need regular coaching and support to develop their own style and feel comfortable in sales-related meetings.
Katie Dignan has been providing training and coaching in sales skills for many years and can design a programme, or one-off course, to suit your firm. The types of course provided include: