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Understanding Myself, Financial Consultants, Clients & Prospects for Better Communication using the Enneagram (P210415PUP)
KEY OBJECTIVES
To increase awareness of self, recognize blind spots, understand clients to build better relationships and identify prospects for effective communication
1.1 Understand Myself as a Financial Consultant / Advisors / Agency Leader
1.2 Understand My Client / Prospect
AUDIENCE: For Agency Leaders, Financial Consultants / Advisors
WORKSHOP SCHEDULES:
- 04, 05, 06 and 07 May 2023
- 20, 21, 22 and 23 June 2023
DURATION: 4 Day Workshop (Total 28 hours)
MATERIALS: Workbook, Slides, Enneagram Personality Profile online test
FREE: Enneagram Profiling Deck (worth $50)
Usual FEE: S$2350.00
IBF FEE: S$1850.00 (Net Fee after IBF funding for all PRs and Singaporeans who are registered FAs)
CLASS SIZE: 15 to 25 pax
WORKSHOP FORMAT: Face to Face
CERTIFICATION ON COMPLETION: ENNEAGRAM PRACTITIONER CERTIFICATION
N.B. Free breakfast, lunch, tea break and parking
About the Program
The workshop emphasizes the importance of awareness as a fundamental tenet and seeks to provide participants a fundamental tool and platform to explore the key components firstly understanding self and unveiling blind spots and secondly in improving our mindset, hence decision making and how we feel about ourselves. Only then, can we be conscious and build long lasting and authentic relationships. The program will do a deep dive into understanding our deeply held patterns of thinking and behaving, how information is processed and conveyed both consciously and unconsciously, and what leads someone to become the way they are. With such an understanding, the ability to tweak our responses to achieve personal excellence is heightened. Nurturing such a skill and ability allows us to effectively influence and lead others.
The Enneagram online tool will underline and pinpoint with accuracy one’s predispositions and ways of being are driving success or limiting growth opportunities. It will not only highlight gaps and challenges but offer a path for growth with clear guidelines about how to move forward. This workshop will offer a roadmap for making a complete turnaround in our communication and relationships with others.
Offering a framework for personal and organizational transformation, the Enneagram encourages personal responsibility, supports continuous improvement and fosters open communication. The Enneagram is effective in many business and organizational applications, including teambuilding, performance enhancement, communication skills, motivation and negotiation. The Enneagram demonstrates different points of view, strengths, limitations and communication styles for each of the types. This helps you to learn how to work with your blind spots and become more effective. As you discover your personality type, you also will discover what motivates you, your coping strategy and keys to personal development.
Learning Outcomes
- Understand how we are limited by our own Rules, Beliefs and Paradigms and What we believe is Impossible to do to be a Top Financial Performer
- Know the Paradigm Shifts that take place when we are under Stressful and Relaxed conditions and identify useful / harmful behaviours that affect our Performance
- Exploration of the Wings and what it looks like when we identify with the Resourceful / Unresourceful sides
- Learn about the Defense Mechanisms of all Types and how we Use them when we are Triggered under Stressful situations
- Know how your SubType supports or hinders your Choices in our Daily Life and Behaviours as a Financial Consultant
- Understand and learn how to give Effective Feedback to the 9 Types to develop our Financial Consultants
- Understand all the Personalities around you so that you Listen with Compassion, Awareness and Understanding
- Coaching Techniques to Develop Self to be a more Effective Agency Leader and Develop Financial Consultants through a series of Questioning Techniques and other Tools
- Learn Effective Selection Processes & Recruitment of potential Candidates using the Enneagram Personality Profile
Participants to take Enneagram Profile Test at least a day before course commences and bring the report
