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What's in a Name?

Have fun while learning some name recall skills.


Communication with Reception

To be able to communicate what is expected of the receptionist so they can create a superb first impression.

Materials: Flip Chart, Markers

Time Needed: 20 Minutes

SME 0206-02

Introduction – (2 minutes)


Case Study: Account Opening

Reinforce to the team the importance of the account opening process and the necessity to look past initial comments made by the client that makes it sound like they are not really there to buy.


Appointments from the Product & Rate Inquiry

Learn how to turn product and rate inquiries into appointments through asking the proper interview questions.