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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

Appointments from the Product & Rate Inquiry

Learn how to turn product and rate inquiries into appointments through asking the proper interview questions.

01/08/2012

Appointments

Make sure everyone is clear on the importance and process of booking appointments.

Materials: Flip Chart, Markers, Handout
Time Needed: 20 Minutes

SME 1107-02
Introduction – (1 Minute)

01/08/2012

Answer the Question with a Question

Help the team respond to product inquires more effectively by shifting the conversation to the Interview.

Introduction – (3 minutes)

01/08/2012

After the RRSP Season

Refocus the team to capitalize on momentum still existing in March from the RRSP season.

Materials: Flip Chart or White Board
Time Needed: 26 Minutes

SME 0307-01

Introduction – (3 minutes)

01/08/2012

Admission of Need

Have the team understand how to increase their confidence in selling by focusing on how to get clients to admit a need.

Materials:                 Flip Chart, Markers
Time Needed:          28 Minutes

Introduction – (3 Minutes)

01/08/2012