Using storytelling and questioning techniques, coupled with humour to win the hearts of all your customers
Welcome to “The Secret to Winning the Hearts of your Customers” a comprehensive Udemy course designed to equip financial professionals with the essential communication techniques needed to excel in client interactions.
What you’ll learn
- Explain the Magic Formula of Storytelling.
- Plan the flow of your story using the Magic Formula.
- Apply various Questioning Techniques for pre-communication and during communication with your customers.
- Plan the flow of your story using the Questioning Funnel.
Course Content
- Prelude: The Salesman Bingo –> 1 lecture • 5min.
- Introduction –> 1 lecture • 3min.
- The Secret To Planning The Story Flow Part 1 –> 2 lectures • 18min.
- The Secret To Planning The Story Flow Part 2 –> 1 lecture • 6min.
- Join The Conversation: Share Your Insights and Thoughts –> 1 lecture • 5min.
Requirements
Welcome to “The Secret to Winning the Hearts of your Customers” a comprehensive Udemy course designed to equip financial professionals with the essential communication techniques needed to excel in client interactions.
In this course, you’ll dive deep into the art of effective communication, exploring a range of topics crucial for building rapport and closing sales leads with confidence. Through engaging lectures, practical exercises, and real-world examples, you’ll learn how to master storytelling, leverage humor, employ powerful questioning techniques, and utilize mirroring techniques to leave a lasting impression on your audience.
What You’ll Need to Take This Course:
- Mindset:
An open and growth-oriented mindset is essential. This course is designed to challenge you to think differently about communication, so a willingness to step out of your comfort zone and experiment with new techniques will maximize your learning. - Internet Browser:You’ll only need a reliable internet connection and an up-to-date browser (e.g., Google Chrome, Firefox, Safari) to access course materials on Udemy.
- Materials:
- A notebook or digital note-taking tool to jot down insights, reflections, and exercises.
- Optional: Headphones with a microphone for clarity during any role-playing or recorded self-assessments.
- Practice:
A willingness to practice is key. This course provides practical exercises (in the form of assignments), and applying what you learn through repetition will solidify your skills. Set aside time to actively engage in role-playing, storytelling, and question-asking exercises.
Specifically, you’ll discover how to craft compelling narratives that resonate with clients, injecting personality and emotion into your interactions to foster deeper connections. You’ll also explore the role of humor in easing tension and building trust, while mastering the art of asking strategic questions to uncover client needs and objections.
Additionally, you’ll delve into the mirroring technique, learning how to subtly mirror the body language and communication styles of your clients to enhance rapport and create a sense of familiarity and trust.
Whether you’re a seasoned financial advisor looking to refine your communication skills or someone new to the field seeking to gain a competitive edge, this course is tailored to meet your needs. Specifically designed to address the challenges faced by those striving to hit their sales targets, you’ll uncover strategies to overcome obstacles and maximize your sales potential.
Join us on Udemy and embark on a journey toward communication excellence in the world of financial advising. Enroll now and take the first step toward achieving greater success and satisfaction in your career.