Family trust sales training
Sales training for advisers who propose family trusts
Enquiries about family trusts are rising as families prepare for assets frozen by dementia. The outcome still swings on the individual adviser. Sales Innovation Salon builds selling ability from the ground up. STEP01 prepares people to put a family's worries into words. STEP02 uses the golden ratio for discovery to draw out family structure and the assets, then covers objection handling on cost and timescale. STEP03 embeds the playbook. Weekly over 3 months, extending to work with advisers and banks.
基本情報
■Who it is for: judicial and administrative scrivener practices, trust and inheritance firms, relationship managers at financial institutions, and end-of-life planners ■Curriculum: STEP01 mindset and fundamentals / STEP02 the playbook that maximises win rate (discovery, presentation, objection handling, closing) / STEP03 reproducing and embedding ■Format: weekly sessions over 3 months with specialists ■Pricing: corporate plan 1,200,000 JPY per person (excl. tax) ■Also: one-to-one and group plans
価格情報
B2B plan: 1,200,000 JPY per person (excluding tax), weekly sessions over 3 months. Three participants is 3,600,000 JPY, developing three in-house sales instructors. Individual 1-on-1 and group plans available.
納期
型番・ブランド名
SIS-EN-0681
用途／実績例
・When you want momentum kept in the meeting after a seminar ・When you want the trustee role explained consistently to families ・When you want bank and adviser referrals turned into real meetings ・When you want inheritance advisers developed into trainers ・When you want a reliable path from seminars to consultations Typical departments: sales, the enquiry desk, relationship and partnerships
カタログ（1）
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取り扱い会社
アカメディアは、「クリエイティブ × テクノロジー」を柱に、 各領域の専門アソシエイツが集うプロフェッショナル集団です。 商品やサービスの企画・制作から発信まで一貫して手がけ、 未来型の価値体験を日本から届けています。