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Courtier

External relational communication

Generate trust, loyalty and profitability in a competitive financial environment

Are your customer interactions your best lever for growth?

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In the financial sector, the difference is no longer solely about good services and profitable investments. It lies in the quality of each customer interaction.

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The advisors must both:

  • to achieve their goals

  • establish a relationship of trust

  • managing demanding clients

  • and preserve a lasting human experience.

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I support advisors and their managers in structuring their interviews to provide clients with a unique experience combining performance and relational quality.

The training courses are based on an experiential approach.

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Participants work from concrete, real-life situations:

  • role-playing customer interviews,

  • group debriefings,

  • progressive training.

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Learning happens through experimentation.

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This dynamic allows for the rapid integration of relational reflexes directly applicable in the agency or in client meetings.

An interactive, game-based pedagogy rooted in real-world experience

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The RIO® method: adapting your communication to each client

RIO® is a simple, practical and effective communication tool that can be applied immediately.

It allows each participant to:

  • understanding one's own way of functioning,

  • easily and directly recognize the client's profile thanks to a quick scan,

  • adapt your interaction in all phases of a client interview.


RIO®'s promise: to generate trust from the very first seconds and to provide each customer with a unique experience. A true driver of loyalty and performance.

The RIO® method was developed by Blinc Sales Institute, with whom I have collaborated for several years.

Trainings

2 DAYS

Boosting talent
for maximum results
with the RIO® method

Process

To structure a sales meeting and get more results, enhance your skills. 

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  1. Scan your client's communication in 10 seconds

  2. Master the 7 phases of the sales meeting

  3. Understand the customer's needs and expectations

  4. Deal with objections effectively

  5. Conclude the interview successfully

  • Adopt the right reflexes in any interaction

  • Succeed in all your sales meetings, regardless of the customer

  • Experiment to integrate all phases of the sales meeting

  • Boost your sales skills

Resources

For any company that wants its salespeople to win.

For whom?

For whom?

For whom?

1 DAY OU 2 X 1/2 DAY

Efficient

phone canvassing

Informations

This training will take place in two phases, either over a full day or over two half-days. 

 

The first phase consists of discovering communication tools and the second phase consists of a supervised and coached practical application.

Action!

In this second part of the training, apply the knowledge gained in the previous workshop.

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  1. Get a list of prospects

  2. Put into practice all the key points from the first phase of the training

  3. Get appointments

For whom?

Process

To increase your sales performance and obtain lucrative appointments, make effective telephone prospecting.

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  1. Discover your communication style and that of your prospect

  2. Develop personalized scripts

  3. Create effective call lists

  4. Overcome objections

  5. Get appointments

  • Confirm the application of communication tools

  • Boost your energy and skills in a group

  • Reinforce acquired skills in a playful way

Integration

  • Get an appointment quickly and efficiently

  • Adapt your communication style

  • Be in action with the right objective

  • Boost your skills as a salesperson

Resources

For all salespeople who want to get appointments.

For whom?

Workshop

1/2 DAY

Have a winning communication

with your customers

Process

To satisfy and retain your customers, manage their accounts and achieve your figures, boost your external relational communication. 

 

  1. Discover the best way to communicate with your customers

  2. Create an immediate, lasting and profitable bond of trust with your customers

  3. Understand customer needs and expectations

  • Adopt the right reflexes for your communication actions

  • Boost your winning communication

  • Succeed in all your interviews, whatever the client

  • Sharpen your commercial skills

Resources

For any company concerned about the success of its sales staff and/or the good management of its customers.

For whom? 

For whom?

1/2 DAY

Review the results achieved

Process

After training and integrating external relationship communication tools, evaluate the success of your best practices.

 

  1. Focus on concrete cases of successes and difficulties

  2. Sharing of "best practices" and advice among participants and with the expert

  3. Boost your sales results

  • Having the right reflexes and the right communication posture

  • Validate the win-win trust relationship

  • Follow the sales interview phases according to the customer's profile.

  • Confirm acquired sales skills

Resources

For any company concerned about the success of its sales staff and/or the good management of its customers.

For whom? 

For whom?

Practice Lab

1/2 DAY

Measuring the impact of simulations,
to ensure the continued use of RIO®

Process

  1. Experience real customer interactions

  2. Adapting to each type of customer with RIO®

  3. Receive immediate feedback

  • Experimenting with and integrating effective behaviors through concrete examples

  • To sustainably strengthen the posture adapted to the client's profile

  • Benefit from immediate and measurable feedback to progress quickly

Resources

For any manager or team leader who demands high-quality interaction with their team members

For whom? 

For whom?

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