The Professional Insurance and Financial Advisors Association of the Philippines (PIFAAP)

Invites you to a Special Interest Session

10:00am to 2:00 pm| October 6, 2015 ( Tuesday)
IIAP Lecture Hall| 26th Floor Ayala FGU Building

Featured Speaker: Mr. Ricky G. So, CIS, RFP®

Author and Chief Knowledge Officer for Investment Planning

Wealth Management Center for Communications and Research, Inc.

“Selling Beyond Performance”

Concept Selling: The new arsenal for financial advisors.

“Once in a while, the market does something stupid, it takes your breath away.” – Ben Graham

There are no sure bets in the world of investing: there are risks in everything. As financial advisors, are we truly prepared when the market turns against our favour? How do we sell when the funds’ performance is low? Are we empowering our client community so they can take advantage of a very volatile market?

Let Mr. Ricky G. So, CIS, RFP® give us practical tips and advise on how to do concept selling as means of flexing our advisory style to adjust accordingly to what current market conditions call for.

This special interest session will give us insight on the following:

  • Improve Your Client Engagement
  • Shorten Your Sales Process
  • Stretch Your Advisory Capabilities
  • Flex Your Advisory Style
  • Plus! How To Detect A Scam.

This workshop is exclusive to PIFAAP members.

Download Registration Form (PDF)