IfFP China | CSWM - Marketing and Distribution
 

Audience

Advanced: Financial advisors with at least two years of experience in the financial industry, typically serving middle-class households (employees)
 
Curriculum Content（2 Days）

Key Successful Factors of Marketing and Distribution of Financial Services
•    Marketing
•    Service Marketing
•    Financial Demand and Common Business Forms
•    Successful Factors of Financial Service Marketing
•    Successful Factors of Financial Services Distribution
•    ......
 
Attract potential customers
•    Ways to attract potential customers
•    The Core of Attracting Potential Crowds
•    ......
 
How to generate prospects 
•    Relevant Elements of "Media Publicity Law"
•    Relevant Elements of "Word-of-mouth Referral Method"
•    Relevant Elements of Data Marketing Method
•    Relevant Elements of "Road Exercise Activity Law"
•    Relevant Elements of "Strange Visit Law"
•    Relevant Elements of "Channel Development Law"
•    ......

How to convert prospects to clients (CRM)
•    Promote Three Degrees
•    Customer facilitation skills
•    ......
 
Retain customers
•    Customer relationship management
•    Customer service
•    ......