Enhancing Financial Planners' Sales Skills with Life Plan Proposals

Online Seminar on Life Planning Sales

On August 19, 2025, Broadmind Inc., headquartered in Shibuya, Tokyo, successfully conducted an online seminar titled "The Power of Life Planning Sales That You Can Ask Now" aimed at financial planners registered with the money matching service, "Manepone," operated by Tacknavi. The event was well-received, with nearly 90% of participants expressing satisfaction with the content and delivery.

Seminar Overview

- Theme: The Power of Life Planning Sales That You Can Ask Now
- Date and Time: August 19, 2025, from 13:00 to 14:00
- Format: Held online via Zoom
- Target Audience: Financial planners registered on Manepone by Tacknavi (Tacknavi)

Key Content Highlights

The seminar featured experienced speakers who shared valuable insights gathered from achieving over 100 contracts annually and qualifying for the prestigious MDRT/COT membership. They discussed practical strategies to help participants tackle common challenges faced by financial planners today. Three crucial barriers were addressed:

1. Inconsistent Closure Rates: Strategies were provided to stabilize closure rates by leveraging life planning approaches.
2. Building Trust with Clients: The importance of establishing trust through clear communication and personalized service was emphasized.
3. Increasing Lifetime Value (LTV): Techniques were introduced to enhance the pricing and long-term value of client relationships.

Moreover, the seminar showcased the company's innovative life planning simulator, "Manepass with FP," designed to support financial planning effectiveness.

Practical Techniques Introduced

In addition to overcoming barriers, participants were introduced to methodologies for improving the clarity of foundational assumptions regarding:

- Retirement Funding Needs: Concrete formulas and risk awareness approaches were discussed to educate clients effectively.
- Utilization of Manepass with FP: Features of the simulator, such as real-time life plan creation, pattern comparison, and collaborative client editing, were explored to boost proposal accuracy.

Testimonials from Participants

Participants provided enthusiastic feedback, highlighting their key takeaways:

- One attendee mentioned the utility of a complimentary demo, expressing interest in independent systems as they transition into a new role.
- Another stated that while they regularly engage in life planning, the seminar had significantly enhanced their skill set for future operations.
- A sentiment echoed was the attractiveness of the highly accurate life plan simulation capabilities of Manepass with FP.

Features of Manepass with FP

- Seamlessly redesign plans during consultations with clients multiple times.
- Display multiple comparison patterns for a more comprehensive analysis.
- Enhance client understanding through collaborative editing.
- Offer varied simulations for different scenarios including normal, unforeseen events, and inability to work.
- Establish continuous follow-up support with customer update notifications.

Looking Ahead

The success of this seminar marks a pivotal step for Broadmind Inc. in reinforcing training support for financial services providers while enhancing the significance of life planning. The company remains committed to its mission of delivering exceptional financial services while focusing on "what finance should be" for society.

About Broadmind Inc.

Broadmind Inc. specializes in innovating financial services aimed at supporting the realization of people's life plans. From life insurance to housing loans, the company provides diverse financial consultations through its platform, "Manepro." Additionally, its educational programs promote financial well-being, embodying its mission to challenge conventional concepts within the financial industry and implement much-needed changes for a better future.

For more information about inquiries related to Manepass with FP demos or seminar requests, please contact us through this form. For features and development insights on Manepass, check out our note.