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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

Money Laundering and Terrorist Financing Legislation vs. Sales

It was brought to my attention a short while ago that the new "Money Laundering and Terrorist Financing Legislation" could really hamper the sales efforts of the team – especially when opening new accounts. At first glance that could be true and the way many people are feeling.

07/08/2012

Making it easy to move the sale along

The goal in any sale is to keep things progressing toward a decision. It's when things stall that people start to lose interest – both the client and the sales person!

07/08/2012

Just be a little bit better

One of the biggest mistakes we see in the financial services and insurance industries are companies trying to improve sales performance with a quick fix.

07/08/2012