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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

A Selling Plan for RRSP Season

Get the team prepared for the RRSP season looking at each component of the RRSP sales process, to ensure they are comfortable and prepared.

01/08/2012

A Sales Christmas Carol

Learn by sharing as a group sales stories of the past, what went well and why, what is being done now, and what can we learn from our past experiences to improve in the future.

01/08/2012

A Plan for Every Phone Call

Help the team design a plan for a good outgoing customer service call to ensure they are focusing on our customer and their needs.

01/08/2012

New Account Manager Introduction Call

The main idea behind making a new account manager call is to introduce oneself to the client. That objective makes total sense if your account managers are in the practice of regularly (2 x per year min.) calling their clients in a follow up capacity.

12/07/2012

The secret of consultative cross-selling or up-selling

The secret of consultative cross-selling or up-selling

12/07/2012