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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

Coaching the Buying Cycle - Delivery, Follow Up & Finding New Business

Product Delivery
We want the relationship with the client to continue so we need to leave them with a solid lasting impression if we want to make our follow up that much more effective.

07/08/2012

Coaching the Buying Cycle - Attitude & the Untraining Cycle

Attitude Toward Sales
Practicing good selling skills is providing exceptional service

07/08/2012

Coaching the Buying Cycle - Asking for the Sale & Resolving Objections

Attitude Toward Sales
Practicing good selling skills is providing exceptional service

07/08/2012

Coaching notes for helping staff resolve client objections

Here are some coaching thought starters for managers to help staff resolve objections: 

What are the basic philosophies/ behaviors we want to reinforce for when our people get objections?
Be curious. When objections come up…

07/08/2012

Coaching a Lender in getting more Investment Referrals

Why would a client want to meet with one of your financial planners to discuss investments?

07/08/2012