CapABEL | Day One Financials for New Sales Consultants

Service Description

New to retirement living sales? The money conversation is where most new consultants freeze. The ingoing price, the DMF, the ongoing fees, what happens when someone leaves. Buyers can tell straight away when you're unsure, and that's when they go home to think about it. This program gets your new team member presenting the financials clearly and confidently before they meet their first buyer. We'll cover: • Retirement living money in plain English: ingoing price, DMF, ongoing fees and exit costs • Your village's financial model, line by line • Where the money conversation fits in the 5 key steps of the sales appointment • The words to use, the words to avoid, and when to refer a buyer to a financial adviser • Role-play until it feels natural They'll leave with: • a one-page financials cheat sheet for your village • a clear appointment structure • the confidence to sell from day one It will be made relevant to your village. You will be asked to send me your financial model prior to training. 2 x 2-hour sessions via Microsoft Teams, one week apart, plus a 30-minute check-in after their first 30 days. $995 AUD (incl. GST) Book your first session here. We'll lock in the second session and check-in together. Payment: pay by card when you book, or choose to pay later and you'll receive an invoice payable within 7 days. I'm a talker, but I'm a listener first. I've had more than 8,000 face-to-face conversations with buyers and their families, and I'll share what works. Ali