Subscribe to Our Newsletter

Sign-up Now

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

Buying Cycle Overview- Part 1

Review the Buying Cycle and provide a clear picture of how all the various steps interrelate.

01/08/2012

Building Trust and Rapport

How to create greater trust and rapport with the client, by looking at the definitions and seeing how building this loyalty will help to differentiate them from the competition.

01/08/2012

Building Added Value- Part 2

How to incorporate things your financial institution does to add value to a client, into the sales conversation

Materials:  Handouts
Time Needed: 20 – 25 minutes

01/08/2012

Building Added Value- Part 1

Identify ways in which your financial institution differentiates itself from the competition in order to build extra value in your client’s mind

01/08/2012

Buffers or Preconditioning- Short

To review the how to soften up a tough question with the idea of using a “buffer” or the concept of “preconditioning”. Designed to be done in a short amount of time – 10 minutes or less.

01/08/2012