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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

What's Our Story?

In a competitive market with so many choices and options often the deciding factor comes down to where the customer feels most comfortable. Where do they feel good about the people and the company? Who do they trust?


What's New?

Our customers' lives are constantly changing. Professional sales and service means being responsive to these changes and looking for opportunities to help.


What's in it for me?

A look at "The Power of Why" - Everyone feels better about doing something if they know what's in it for me. There are a lot of things we try to do in sales and service that benefit the client, ourselves, and our financial institution.


What Does That Mean?

Sometimes we get into a pattern of communication that leaves a lot to interpretation. In a group exercise we evaluate a list of words that can be the cause of "fuzzy language".


We're Better Than Them!

Remind staff about how competitive they are against the competition. Using a fun, high energy game refresh the team of your competitive advantages and product knowledge.