Chris Unwin Training and Consulting Services

Chris Unwin Training and Consulting Services Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Chris Unwin Training and Consulting Services, Financial service, Sydney.

I started my consultancy in 2004 because I felt I could make a difference to any financial advisers who either lacked a methodology or had gaps in their process when offering risk advice to their clients.

My Video Training Programmes allow you to access the knowledge I share in my face to face one-day workshops online, in y...
30/04/2020

My Video Training Programmes allow you to access the knowledge I share in my face to face one-day workshops online, in your own time and at your own pace.

There are four training programmes to choose from, offering 5 to 6 hours of valuable content segmented into bite size sessions. This allows you to absorb the content at your own pace over a three month period.

Take advantage of this discount offer to self educate while you self isolate. bit.ly/2Rgpf2m

What steps can you take to add value to your risk advice process and provide a quality experience for your customers? My...
28/04/2020

What steps can you take to add value to your risk advice process and provide a quality experience for your customers?

My "Creating, Communicating & Differentiating Your Value Proposition in the Risk Advice Space" is currently 33% off when you register now.

Link for more info: bit.ly/2Rgpf2m

Given how important creating and communicating value has become in the current climate, this workshop will help you communicate your value proposition more e...

How do you make referrals a natural consequence of doing business? By improving your client engagement skills. This is j...
23/04/2020

How do you make referrals a natural consequence of doing business?
By improving your client engagement skills.

This is just one of my four online workshops that allow you to self educate while you self isolate.

And with 33% off until 30 June, now's the time to start.

To obtain the discount, just choose the monthly payment option which will automatically deduct $165 and then only one more payment of $165 will be deducted one month later – thereby providing the 33% discount.

Overcoming client objections is a key skill when it comes to sales and making sure business doesn't slip through the cra...
21/04/2020

Overcoming client objections is a key skill when it comes to sales and making sure business doesn't slip through the cracks.

Educate while you isolate on this important skill plus many others with my online workshops - discounted by 33% until the end of June.

More info: https://bit.ly/2Rgpf2m

What steps should be integrated into the risk advice process to create the result you want? Learn this and more in my on...
15/04/2020

What steps should be integrated into the risk advice process to create the result you want?

Learn this and more in my online workshops that are currently being offered at 33% off until 30 June. https://bit.ly/3c48gIN

This online workshop for financial planners will provide a bucketful of simple, practical and usable client engagement tools designed to make business a natu...

From a first introduction all the way through to the end of a policy explanation conversation, my online workshop shares...
09/04/2020

From a first introduction all the way through to the end of a policy explanation conversation, my online workshop shares all the client engagement tools you need to create a quality experience for your client rather than just completing a transaction.

With 33% off until the end of June, now is the time to upskill.

https://bit.ly/3c48gIN

Given these challenging times when nearly all of us are either working from home and/or self isolating, there will never...
08/04/2020

Given these challenging times when nearly all of us are either working from home and/or self isolating, there will never be a better time to self educate in your own time and at your own pace and in the comfort of your own home.

Between now and 30 June I am offering a 33% DISCOUNT on all four of my Online Workshops.

To take advantage of the 33% discount offer, just choose the monthly payment option, which will require you to pay the first month up front ($165 incl. GST) and then only one more monthly payment will be deducted a month later, thereby giving you a 33% discount.

More info: https://bit.ly/2Rgpf2m

CHRIS UNWIN - ONLINE WORKSHOPS Link to Workshop: https://www.chrisunwin.com.au/shop/search/6571/online-workshops.html My new Video Training Programmes allow ...

Unless you start to do a much better job of building more meaningful and lasting client relationships and creating a qua...
19/11/2019

Unless you start to do a much better job of building more meaningful and lasting client relationships and creating a quality experience for your clients rather than just completing transactions and ticking compliance boxes, then why wouldn’t your clients use the online or phone alternatives or just remain unprotected?

Register for the Value workshop today (and feel free to share with others you think might benefit)

  As remuneration for risk advice moves inexorably towards a fee base and away from a commission base, it becomes increasingly important that advisers appreciate and communicate the real value you represent to your clients in the risk advice space. Unless you start to do a much better job of buildi...

What I believe to be the most important aspects of body language in the crucial initial stages of a first client meeting...
13/11/2019

What I believe to be the most important aspects of body language in the crucial initial stages of a first client meeting...and why breaking them down is critical to deepening the client-adviser relationship.

There have been numerous books written on the subject of body language and this Chrisism is certainly not designed to cover the full gamut of this particular science. What I want to focus on today are what I believe to be the most important aspects of body language in the crucial initial stages of a...

After putting together relevant recommendations for clients, it's important to put them in to action - implementation is...
11/11/2019

After putting together relevant recommendations for clients, it's important to put them in to action - implementation is key.

At the end of a first client meeting it is essential that we get a commitment to action to ensure we are not wasting our time in putting together our recommendations (see Chrisism #75).

If you believe you (or someone you know) may need a fresh approach to establishing your point of difference in an evolvi...
04/11/2019

If you believe you (or someone you know) may need a fresh approach to establishing your point of difference in an evolving risk advice space, come along to my one-day workshops around the country.

Earn 6 CPD points and establish yourself as a quality risk adviser.

Brisbane - 26 November
Melbourne - 28 November
Sydney - 29 November
Adelaide - 4 December
Perth - 5 December

Early bird rates end for most cities this week - please feel free to share: http://tiny.cc/erpnfz

Address

Sydney, NSW

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61417281034

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