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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

Whew! RRSP Season is over! Or is it?

Starting Sales conversations after the RRSP season and taking advantage even though the season has passed you still have a few weeks to tap into that customer awareness. Through role-play and coaching they will learn conversation starters to still continue with the RRSP season.


What's Your Rate?

How can we shift the focus from rate to product? Learn the importance of Product First, Price Second. The reason for this strategy: "That it really doesn't matter what our rates are, if the customer gets the wrong product, any rate they get is bad."


What's Your Best Rate?

Find ways to deal with customers who want to put price/rate issues so quickly in the sales process. A look at the Buyers Plan vs. the Sellers Plan and how to put product before price.


What's the Plan?

Review some ideas on making outgoing calls more effective and design a script to assist them in making those calls.