A INTERNATIONAL conference speaker from Warwick has taken the Far East by storm.
Bernie De Souza, who specialises in sales training for the financial and insurance sectors, has already this year been the keynote speaker at conferences in China, Singapore, Hong Kong, Malaysia and Thailand.
“It’s been a very busy year for me already and the invitations keep coming; I’ve hardly spent a full week in the UK,” said Mr De Souza, whose clients include St James’s Place Wealth Management, Openwork, AIA and Prudential.
His most recent engagement was speaking to 5,000 independent financial advisers at the three-day China Insurance Marketing Summit in Ningbo, near Shanghai.
“There are a staggering nine million independent financial advisers in China and it was my job as keynote speaker to tell the top 5,000 how to engage with prospects,” added Mr De Souza, who was specifically invited following the success of his book, Getting ‘Yes’ Decisions, No 1 in Amazon’s best-selling business books.
He was also the keynote speaker to 8,500 people at The Million Dollar Round Table in Hong Kong, a global network of leading insurance and investment financial services professionals and advisers; and, more recently, at the Manulife PEAK Million Dollar Round Table convention in Pattaya, Thailand.
Kevin McWhinney, head of the Centre for Professional Development at Manulife, said: “Bernie was a star at our recent convention in Thailand. He delivered an outstanding presentation from the main platform on practical skills that our advisers can put into practice immediately, which help clients to more easily make important financial decisions.”
As well as speaking at conferences while in Singapore in March, Mr De Souza also ran workshops for St James’s Place Wealth Management, teaching key skills such as getting appointments on the phone, advanced closing skills and building solid trust.
In the UK, he has been involved in running a series of 30 workshops for the London-based Personal Finance Society (PFS) – the professional body for the UK financial planning community with 35,000 members – and the national programme for the Chartered Insurance Institute.