Investment advisory training | compliance-led sales skill
For firms in investment advisory and agency business, every phrase carries weight. Conversations must respect suitability and explain the pre-contract document. Being chosen without categorical statements takes a shared playbook. STEP01 lays the foundations of buyer psychology and pre-meeting research. STEP02 covers discovery that draws out investment experience and objectives, presenting risk honestly, and objections on fees. STEP03 makes participants trainers. Weekly lessons over 3 months.
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基本情報
■Who it is for: salespeople at investment advisory and agency firms, sales operations, managers working with compliance ■Curriculum: STEP01 mindset and fundamentals / STEP02 the ideal discovery ratio, presentation structure, objections and closing / STEP03 reproducing results and embedding them ■Format: weekly lessons over 3 months ■Pricing: corporate plan 1,200,000 JPY per person (excl. tax) ■Please note: this develops sales people; it does not assess performance or the legality of solicitation
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
用途／実績例
・When you want first meetings, discovery on objectives and risk tolerance designed ・When you want regular reviews that support continuation and build trust ・When you want corporate advisory work and follow-up on seminar prospects ・When you want managers sharing conversation quality and compliance awareness ・When you want a route from the seminar platform to individual meetings
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企業情報
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。
