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SAQ CWMA Certified Wealth Management Advisor Programs
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Formation créée le 17/04/2023. Dernière mise à jour le 23/01/2024.
Version du programme : 1
Programme de la formation
The whole world of commerce has changed considerably in recent months, and the position of the salesperson has been rethought. The salesperson must navigate between two close and complementary parameters : Communicate Not in terms of oneself But in terms of the other person Relationship Create a solid link with the other person To quickly establish a climate of trust
Objectifs de la formation
- Recognising yourself in your advisor profile
- Recognising others and communicating appropriately
- Build and maintain a successful business relationship throughout the selling cycle
Profil des bénéficiaires
- Banking Advisor, Wealth management Advisor
- Be currently employed
- DISC questionnaire to establish your profile
Contenu de la formation
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DISC & Me - CWMA-ADHE-23-2005
- Understanding the Marston's approach and its application in sales
- Discover, strengthen these sales strengths and work on your limiting areas
- Develop the right behavior in the different sales step
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DISC & Others - CWMA-ADHE-23-2006
- Develop the capacity to recognize the others
- Use Marston's approach to adapt one's speech and posture to different customer profiles
- Build and maintain a successful business relationship throughout the selling cycle
Our mission: to support your transformations ... Adhemis is a consultancy, training and coaching company with offices in France and Switzerland. Our job is to support your staff and your organisation to help you better understand the challenges you face. We use 4 different approaches depending on the situation and your objectives: Training - Consulting - Coaching - Facilitation. We can work with you in French, English and German to develop tailor-made solutions to meet your challenges, always seeking to reconcile performance and personal well-being. Driven by our values of passion, high standards, pragmatism and imagination, we will be the Builders of your transformations. A passionate and committed team ... As certified consultants and coaches, recognised for our innovative methods and guided by strong human values, we support you in your individual or collective projects. We do everything in our power to offer approaches with high added value, while respecting the values to which we are committed. On a day-to-day basis, this means Passion: we're passionate about people, and we take pleasure in our work and commitment to all our customers. High standards: we cultivate high standards at every level to guarantee our customers the accuracy and quality of our services. Pragmatism: we favour approaches that are as close to reality as possible, because they are the most accessible and effective for our customers. Imagination: we devise solutions specific to each situation, taking into account your overall situation.
- Training methods : - Active training method - Group discussions, interaction and sharing of experiences - Role-plays and practical exercises designed together and linked to your activity - Role-playing exercises with on-the-spot debriefing to enable participants to assess their own situation and make progress in their professional practices
- End-of-course quiz to validate knowledge acquired.
- Delivery of a training kit at the end of the course
Modalités de certification
- Training completion certificate
- Attendance at all scheduled training modules