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Presentation Skills – "It has, which means"

Practice presenting ideas that include direct personal benefits that the clients can readily hear will help them.


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.


Benefit Relay

Have fun while revisiting the skills involved in the quick interview.

Materials: Small Prizes (scratch & wins, loonies etc), Hardcover Books, Spoons, Kleenex
Time Needed: 25 - 30 Minutes

Introduction – (3 minutes)


Becoming a Fantastic C.L.O.S.E.R.

Help your team come up with language to use for a product presentation and close.


Admission of Need

Have the team understand how to increase their confidence in selling by focusing on how to get clients to admit a need.

Materials:                 Flip Chart, Markers
Time Needed:          28 Minutes

Introduction – (3 Minutes)