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rate shopper

Responding to the rate driven client

Whenever we ask participants for course objectives in our training sessions inevitably someone asks if we are going to cover how you respond to a rate driven client. It’s a very common challenge that many struggle with. What do you do with the client that starts their conversation with you by focusing on rate?

How do they start?

There’s a few different ways this plays out in the branch, but the openers these clients use are typically something like: