Managing & Reporting on Opportunities - Sydney

Thursday, Apr 21, 2016 at 2:00 PM to 5:00 PM AEST

1 Chifley Square, Sydney, NSW, 2000, Australia

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Thursday, Apr 21, 2016 at 2:00 PM to 5:00 PM AEST

Vow Financial Office, 1 Chifley Square, Sydney, NSW, 2000, Australia.

You are invited to attend the upcoming Managing & Reporting on Opportunities workshop.

 

This training session will cover:

-        Importance of collecting as much data as possible

-        Lead Scenario – Managing lead pipeline

-        Lead Search – targeting ‘not proceeding leads’

-        Briefcase – Tasks & SMS

-        Reports – How’s your business doing? – Applications lodged, Unconditional, Settlement

-        Reports – Keeping in contact with clients? - Birthdays, Activities

-        Data Extracts – Fixed rate expiry & Broker choice

-        Q&A session – Open q’s on what brokers want to know

 

Event Details:

Date:

Thursday 21st April 2016

Start time:

2.00pm

Finish time:

5.00pm

Location:

Vow Financial Office – Level 11, 1 Chifley Square Sydney NSW 2000

CPD Points:

3 MFAA/FBAA

 

Please bring a pen and some paper along with you so that you can take notes during the training session. (Laptops are optional)

 

Registrations will close for this event at 5pm Thursday 14th April 2016. Register now to secure your place!

Cancellation policy

The Vow non-attendance fee applies to this event. If you register for this event and don't attend, you will be charged $25 unless you advise Vow in writing two business days prior to this event. Please advise us by emailing: events@vow.com.au

 

Vow Financial

https://www.vow.com.au

Vow Financial

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