Prospecting and Engaging

High Networth Individuals

Course Ref no: TGS-2023040923
Instructor : Bernard Soo & Renee Chong

5½ Days

15 Hours

4 Sessions

Who is this for

Estate Agents aspire to become Top Performers.
Individual aged 24 and above.
Diploma Holder.
A minimum of 1 year of experience in supervisory position.

Course schedule

Total Hours : 15 Hours
Day 1-5: 10.00AM – 1.00PM

View schedule and apply

For individual

Apply via Skilleto

For corporate

Complete the form and email to mailer@eli.academy

A product of

Course Overview

Adapting Best Practices in Customer Acquisition Strategies

Examine best practices in customer acquisition strategies and apply them to the participant’s own industry.

Designing Effective Acquisition Plans

Analyze target markets, emphasize building
customer relationships, and develop operational plans for customer acquisition.

Mastering KPIs and Tech for Acquisition

Establish KPIs and metrics to evaluate customer acquisition, set up data reporting, assess acquisition costs, and analyze impactful technologies.

Learning Outcomes

Become the go-to agent for high-net-worth clients

Effective in getting successful leads

Proven winning formula to increase revenue

Powering Leadership & Professional Excellence

Empowering Growth for a Culture of Excellence Since 2003

Participants

Training Days

Corporate Clients

Cities

Countries

We Train Strategic MindsetStrategic SalesLeadershipManagement

At Momenta, we empower your people to achieve peak performance. We go beyond professional knowledge, building confidence, adaptability, and resilience. Our solutions are customized to your unique values and ways of working, ensuring real, relevant results. Our team of diverse, experienced consultants uses cutting-edge methods to make learning stick.

Capabilities

Strategic Mindset

Equips individuals with the ability to think critically and envision long-term goals. Participants learn to align their actions with organizational objectives, fostering a proactive approach that enables businesses to navigate dynamic environments, anticipate challenges, and capitalize on emerging opportunities for sustained success.

Strategic Sales

Professionals develop the skills to understand client needs, formulate tailored solutions, and effectively communicate the value proposition. These trainings not only enhances sales performance but also cultivates enduring client relationships, contributing to increased revenue and market share for businesses.

Leadership

Empowers individuals to inspire and guide their teams towards common objectives. Participants gain insights into effective communication, decision-making, and team collaboration, fostering a leadership culture that drives employee engagement, innovation, and overall organizational success.

Management

Focuses on honing the skills essential for effective organizational oversight. From resource allocation to performance evaluation, participants develop competencies in strategic planning, operational efficiency, and conflict resolution, ensuring businesses are led by adept managers capable of steering their teams towards optimal productivity.

Project Management

Provides a structured approach to planning, executing, and completing projects efficiently. Participants learn to manage timelines, allocate resources, and mitigate risks, resulting in streamlined project delivery, increased client satisfaction, and enhanced overall project success rates for businesses.

Course Outline

At the completion of the course, e-certificate will be awarded to trainees who have demonstrated competency in the WSQ assessment and achieved at least 75% attendance.

Session 1

Introduction to Customer Acquisition Management
10.00 AM – 1.00 PM

Mindset of HNWI
Introduction of Customer Acquisition Strategies
Consultative Selling Approach
Advisory Model
Introduction to 7 Steps to Acquire New Customers
Challenges in Acquiring New Customers

Session 2

Customer Acquisition Plan & Strategy
10.00 AM – 1.00 PM

7 Steps to Acquire New Customers – Developing a customer acquisition strategy
Effective Client Conservations
- Elevator Pitch
- Establish Trust – Trust Formula
- 3 Types of Client Conversations
- Strategic Questioning – Questioning Loop
- Crafting Strategic Questions – HCF

Session 3

Operational Plan Development
10.00 AM – 1.00 PM

Importantance and Best Practices of Written Plans
Customer Acquisition Operational Plan

Session 4

Establishing a Customer Acquisition Plan & Evaluating Metrics
10.00 AM – 1.00 PM

Developing a Customer Acquisition Operational Plan
Identifying Key Performance Indicators
Evaluating Cost of Customer Acquisition
Emerging Trends on Customer Acquisition

Assessment

Written Assessments
10.00 AM – 1.00 PM

Short Answer
Case Study

Feedback on Assessment

Course Fee & Funding

Course fee and government subsidies

Self-Sponsored / Company Sponsored (S$)

Before GST

After GST

Non-SCPR

900

981

SCPR 21 Years Old and Above

450

531

SC 40 Years Old and Above

270

351

Funding Valid till 28-02-2025
Baseline : Singapore / PR age 21 and above
MCES ( Mid Career Subsidy): SIngapore aged 40 & Above

Ready to unlock your leadership potential?

In the world of high-net-worth individuals, transactions are often built on trust. Networking isn’t just about exchanging business cards, it’s about forging genuine connections that open doors to opportunities.

Applicable Subsidies:

SkillsFuture Mid-career Enhanced Subsidy: Singaporeans aged 40 and above
SkillsFuture Enhanced Training Support for SMEs
SkillsFuture Funding (Baseline)