Subscribe to Our Newsletter

Sign-up Now

Case Study

Newest Articles Date Posted

Case Study: Buying a Bike

Objective: By going through the case study, reinforce to the team the importance of asking for a decision after they present product, and not getting untrained by initial comments that clients can make about not buying


Case Study: Investing $50,000

By going through the case study reinforce to the team the importance of handling the initial rate inquiry properly and always investigating other investments the customer may have when they tell you they have a specific dollar amount to invest.