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Not Another Rate Inquiry!

Help your team brush up our skills on transitioning from a rate inquiry to an interview.


New Account Opening – Part 2

A continued look at New Account Opening and give them some of the best questions to ask during this process so we will maximize on this opportunity.


New Account Opening – Part 1

Review with your team today how important it is that make the most out of our opportunities to us during a new account opening process.

Materials:  Flip Chart, Markers
Time Needed: 21 Minutes
SME 1105-01

Introduction – (1 minute)


Need to be Nosey

Objective of this meeting is to remind the team that it is OK to be curious about your clients and to be asking them questions that may seem a little nosey..

Materials: Flip chart paper, markers
Time Needed:    26 Minutes
SME 1109-01


Mental Ownership

In this meeting you are going to help staff focus on good interviews and presentations that build value and mental ownership in the mind of the client.

Materials:                 Flip Chart, Markers
Time Needed:          22 Minutes
SME 0604-02