Commercials Part 2: Pitching Your Financial Planning Service and Fees and Overcoming Objections

Neil Parker, CEO
Joslin Rhodes Lifestyle Financial Planning

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Neil explains how to best pitch your Financial Planning service successfully to your clients at your initial consultation. This includes how to package and present your service and how to recognise the different barriers to engagement and overcome them.

Learning Objectives

  • Explaining your service and its structure.
  • Pitching your service packages and fees.
  • Navigating obstacles and objections and getting your clients’ engagement.


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