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Education Centre

Welcome to our Education Centre. To find your topics of interest, use the search box to search by keyword or choose a category to view listed articles.

Newest Articles Date Posted

Are you making these calls?

As technology becomes more and more prevalent in our society, financial institutions have gone through an interesting phenomenon. They used to see the client all of the time because they HAD to come into the branch to accomplish everything.


We're Better Than Them!

Remind staff about how competitive they are against the competition. Using a fun, high energy game refresh the team of your competitive advantages and product knowledge.


How Often is Always?

Sometimes we get into a pattern of communication that leaves a lot to interpretation. In a group exercise we evaluate a list of words that can be the cause of misinterpretation.


The biggest sales mistake you could be making

Presentation Overload


Selling when you know people hate to be sold

Do you agree with the statement that “people love to buy, but hate to be sold”?