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Coaching Tips

Newest Articles Date Posted

Coaching the Buying Cycle - Asking for the Sale & Resolving Objections

Attitude Toward Sales
Practicing good selling skills is providing exceptional service


Coaching notes for helping staff resolve client objections

Here are some coaching thought starters for managers to help staff resolve objections: 

What are the basic philosophies/ behaviors we want to reinforce for when our people get objections?
Be curious. When objections come up…


Coaching a Lender in getting more Investment Referrals

Why would a client want to meet with one of your financial planners to discuss investments?