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Sales Meeting Express

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Case Study: Dead Air

Reinforce to the team that the starting point in all cross selling opportunities begins with getting clients talking and that they should recognize opportunities to do so.

01/08/2012

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.

01/08/2012

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

01/08/2012

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.

01/08/2012

Buying Decisions

Look at what other decisions a client must go through other than just price.

01/08/2012