New Year’s Resolutions

Have you made new year’s resolutions?

Do you want to be more effective at building trust with your clients, networking and winning new business?

Our Complete Private Client Practitioners program of excellence is now available to assist you.

The program comprises 6 modules with two lessons in each module, and is based on sound psychological techniques to help you meet your goals and smash them.

Here are some excerpts from Lesson 1 of Module 1.

‘Are you an active or passive networker?’

… ‘Unlike the medical profession, .. there is no independent general practitioner to guide the wealthy to what they need and who to go to.

If we care for our clients, we owe it to them to be better informed so that we can be the go-between our clients and other professionals whom they may need from time to time. In this way, we build trust with our clients and become the professionals others want to work with.

Having a broad understanding of what other professionals do for their clients sets apart private client professionals with CPCP accreditation from others. Furthermore, since all CPCP professionals have had the same training, they know precisely how to collaborate and why.

From our research, professionals spend 20% of their time prospecting for new business; 42% say they are poor at it, 36% say average, and 12% say they are good. Most know there is room for improvement but are still trying to figure out what else they can do. This CPCP program tells you how to break through the resistance and smash your goals.

The CPCP program drills down into well-documented psychological techniques so that you can network efficiently and learn how your message can get across and be remembered.

As a professional with a CPCP accreditation, you will meet professionals you may not otherwise meet. You can learn what they do for their clients through podcasts and case study recordings. If their services interest your cliens, tell them and connect with them.

… Clients cannot be expected to know the complexity of the dangers or the solutions. However, as advisors, we can and should. We need to be better informed to guide our clients to professionals who can assist. If they have a concern we cannot deal with we should be able to steer them to another advisor who can.

The CPCP accreditation is your badge of excellence. Other professionals can see that you know what other professionals do for their clients and can be relied upon to refer them when needed.’

You can read the full text of Lesson 1 by going to the CPCP Excellence Program and signing up for a FREE preview. It will take you to the Home Page of our Members’ Site and to our CPCP Excellence Program where you will be able to access Lesson 1 of Module 1.

If you are a podcast professional you will be given a trial period as a CPCP Member, otherwise you will need to sign up to join our exclusive club as soon as possible if you want to build trust become an active networker and win business.

Furthermore as a CPCP member you will be given discount codes so that you can encourage your colleagues and contacts to join you as CPCP members and will thank you for the introduction.

I look forward to hearing from you.