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Education Centre

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RRSP's? Let's get to the problem

A look at opening questions for the RRSP season. Through Role-play and discussion we will come up with great questions and verbiage to use.

Materials:  Flip chart, markers.
Time Needed: 25 - 45 Minutes
SME 0103-01

Introduction – ( 2 minutes )

31/08/2012

RRSP's in March?

Today you will discuss ways to approach your customers about monthly RSP contribution's. A look at what stops people from investing in RSP's at other times of the year.

31/08/2012

RRSP Home Stretch - Objections

In this meeting wwe will explore some of the objections we may be getting during our RRSP campaign and see if we can help each other deal with them a little bit better.

31/08/2012

RRSP – Plan of Attack

Prepare your team with an organized plan for the upcoming RSP season, through group discussion you will set up a "sales plan of attack". Who sells RSP's?, what is the procedure? How do we handle rate inquiries over the phone?

31/08/2012

RRSP – Best Opening Statement for the MSR

Working with the team, in this meeting we are going to come up with some good statements and questions to get and RSP conversation started on the front line. Reveiw of the interview process and our rules for selling.

31/08/2012