Home
Solutions
Custom AI Authoring & Deployment for your Business Requirements
Employee Recruiting and Onboarding
Sales Training for Your Organization
Business Strategy, Analysis & Consulting
Workplace Well-Being & Stress Management
Sales Meeting Express for Credit Unions, Banks and Lenders
Request a Customized Quote
Courses
Selling Skills for Service People
Customized Sales Training Solutions
Advanced Sales Skills for performance advancement
Essence of Sales Management in the Financial Industry
Coaching the Buying Cycle for Credit Union & Bank Managers
Coaching Advanced Sales Strategies for the Financial Industry
How to Sell RSPs to Anyone
Sales Management Training: A Quick Guide to Success
Request a Customized Quote
How We Deliver
Learn About Us
Case Studies
Our Team
About Us
Contact Us
Home
Solutions
Custom AI Authoring & Deployment for your Business Requirements
Employee Recruiting and Onboarding
Sales Training for Your Organization
Business Strategy, Analysis & Consulting
Workplace Well-Being & Stress Management
Sales Meeting Express for Credit Unions, Banks and Lenders
Request a Customized Quote
Courses
Selling Skills for Service People
Customized Sales Training Solutions
Advanced Sales Skills for performance advancement
Essence of Sales Management in the Financial Industry
Coaching the Buying Cycle for Credit Union & Bank Managers
Coaching Advanced Sales Strategies for the Financial Industry
How to Sell RSPs to Anyone
Sales Management Training: A Quick Guide to Success
Request a Customized Quote
How We Deliver
Learn About Us
Case Studies
Our Team
About Us
Contact Us
Contact Us
Agenda Items
Search
16 Tips on Setting your Sales Meeting Up for Success
Read More »
A Plan for Every Phone Call
Read More »
A Sales Christmas Carol
Read More »
A Selling Plan for RRSP Season
Read More »
Admission of Need
Read More »
After the RRSP Season
Read More »
Answer the Question with a Question
Read More »
Appointments
Read More »
Appointments from the Product & Rate Inquiry
Read More »
Are We Consistent?
Read More »
Arguing or Persuading?
Read More »
Asking for Referrals
Read More »
Asking for the Sale- Part 1
Read More »
Asking for the Sale- Part 2
Read More »
Assuming is Good!
Read More »
Avoiding the Procrastination Objections
Read More »
Becoming a Fantastic C.L.O.S.E.R.
Read More »
Being Professional
Read More »
Benefit Relay
Read More »
Benefits of Being a Good Listener
Read More »
Best Practices
Read More »
Best Practices for Delivery
Read More »
Better Opening Lines
Read More »
Buffers or Preconditioning- Short
Read More »
Building Added Value- Part 1
Read More »
Building Added Value- Part 2
Read More »
Building Trust and Rapport
Read More »
Buying Cycle Overview- Part 1
Read More »
Buying Cycle Overview- Part 2
Read More »
Buying Cycle- Back to School
Read More »
Buying Decisions
Read More »
Campaign Selling vs Needs Based Selling
Read More »
Case Study: Account Opening
Read More »
Case Study: Buying a Bike
Read More »
Case Study: Dead Air
Read More »
Case Study: Investing $50,000
Read More »
Case Study: Sales = Service
Read More »
Case Study: Shopping Electronics
Read More »
Case Study: Tellers and RSP’s
Read More »
Clients for Life
Read More »
Clues and Cues You Can Use
Read More »
Coaching – Product Dump, Order Taking & Process
Read More »
Coaching a Lender in getting more Investment Referrals
Read More »
Coaching notes for helping staff resolve client objections
Read More »
Coaching the Buying Cycle – Asking for the Sale & Resolving Objections
Read More »
Coaching the Buying Cycle – Attitude & the Untraining Cycle
Read More »
Coaching the Buying Cycle – Delivery, Follow Up & Finding New Business
Read More »
Coaching the Buying Cycle – Introduction & Interview
Read More »
Coaching the Buying Cycle – Presentation & Building Added Value
Read More »
Communication with Reception
Read More »
Competition? What Competition?
Read More »
Confidence Selling!
Read More »
Conversational Selling – Starting the Conversation Part 1
Read More »
Conversational Selling – Starting the Conversation Part 2
Read More »
Creating Urgency
Read More »
Customer Service
Read More »
Customer Turnover
Read More »
Dealing with Call Reluctance and Scripts
Read More »
Designing Your Sales Process
Read More »
Developing Conversation Starters
Read More »
Developing the Skill of Listening
Read More »
Don’t be pushy – Use a Buffer!
Read More »
Don’t try so hard – make more sales
Read More »
Don’t try so hard – make more sales
Read More »
Dress For Success
Read More »
Easy Exits
Read More »
Easy Ways to Avoid Objections
Read More »
Effective Internal Referrals
Read More »
Fear Factor
Read More »
Features & Advantages
Read More »
Features, Benefits, Odds and Ends
Read More »
Follow Up
Read More »
Formula for Handling Objections
Read More »
Formula for Handling Objections – Breakout
Read More »
Fundamental Sales Skills for Selling Financial Services
Read More »
Fundamentals: Part One
Read More »
Fundamentals: Part Two
Read More »
Gaining Commitment
Read More »
Get More Word of Mouth Advertising
Read More »
Get Togethers
Read More »
Getting More Investments from Customers
Read More »
Giving Money Away
Read More »
Goal Setting for Result & Activity – Part 1
Read More »
Goal Setting for Result & Activity – Part 2
Read More »
Goals
Read More »
Going Backwards?
Read More »
Good Habits
Read More »
Good Questions for Selling Retirement Savings Plans
Read More »
Great Sales & Service – It’s In Me!
Read More »
Have a Plan for RSP season
Read More »
Helpful Hints for your Sales Meetings
Read More »
Helping Clients with a Decision
Read More »
Helping Language vs. Sales Language
Read More »
Holiday Objections
Read More »
How Not To Be Perceived As A Pushy Sales Person
Read More »
How Often is Always?
Read More »
How to Deal With Rate Shoppers
Read More »
How to Develop Transition Questions
Read More »
How to have confidence while making RSP calls
Read More »
How to reduce the amount of objections over rates
Read More »
How to Script the Introduction to a Call
Read More »
How to Sell During a Campaign
Read More »
How’s Your Holidays?
Read More »
I Feel So Rejected
Read More »
Implication Questions
Read More »
Increase “Closing Rates”
Read More »
Increase Momentum in your Sales Process
Read More »
Industry Jargon
Read More »
Interviews – Going for more!
Read More »
Introducing the RSP Conversation
Read More »
Introduction to Objections
Read More »
Investment Opportunities for Lenders
Read More »
Is there anything else I can help you with?
Read More »
Just Ask
Read More »
Just be a little bit better
Read More »
Layering
Read More »
Lessons from CTC
Read More »
Life and Products Game
Read More »
Lifestyle Questions
Read More »
Listening Game
Read More »
Locating New Customers / Proactive Introductions
Read More »
Logical Presentations
Read More »
Loyalty
Read More »
Making “No” the Right Answer
Read More »
Making Calls on Delinquent Accounts
Read More »
Making it easy to move the sale along
Read More »
Making Successful Calls
Read More »
Managing Call Reluctance
Read More »
Managing Rejection
Read More »
Mental Ownership
Read More »
Mental Preparation
Read More »
Money Laundering and Terrorist Financing Legislation vs. Sales
Read More »
Motivation
Read More »
My team has experience – they don’t need more training!
Read More »
Naughty or Nice
Read More »
Need to be Nosey
Read More »
New Account Manager Introduction Call
Read More »
New Account Opening – Part 1
Read More »
New Account Opening – Part 2
Read More »
New Business Ideas
Read More »
New Year’s Resolutions
Read More »
Next Steps
Read More »
No or Know?
Read More »
Not Another Rate Inquiry!
Read More »
Objections – The Price Difference Strategy
Read More »
Objections – What’s the Dollar Amount
Read More »
Open ended questions
Read More »
Opening Accounts
Read More »
Outgoing Call Script
Read More »
Outgoing Call Script – RRSP
Read More »
Outgoing Calls – Inactive Customers
Read More »
Outgoing Sales Calls (Part 1) – Setting Your Calls Up For Success
Read More »
Outgoing Sales Calls (Part 2) – Scripting Your Introduction
Read More »
Overcome Objections – like a kid!
Read More »
Overcome Objections – like a kid! (Part 2)
Read More »
Overcoming RRSP Objections
Read More »
Overcoming Sales Resistance – Part 1
Read More »
Overcoming Sales Resistance – Part 2
Read More »
Plan for RSP Season
Read More »
Plan for the New Year
Read More »
Preconditioning
Read More »
Present a Pen
Read More »
Presentation Skills – FAB
Read More »
Presentation Skills – “It has, which means”
Read More »
Presenting without non-words
Read More »
Preventive Customering
Read More »
Pro’s and Con’s of Campaigns
Read More »
Proactive Introductions
Read More »
Probing and Closed Ended Questions
Read More »
Problem & Probing Questions
Read More »
Problem Questions
Read More »
Product / Benefit Charades
Read More »
Product Knowledge Game with a Twist
Read More »
Product Knowledge Pass the Buck
Read More »
Product Questions or Lifestyle Questions?
Read More »
Products and Problems
Read More »
Products on My Mind.
Read More »
Professional Sales Interviews – Part I
Read More »
Professional Sales Interviews – Part II
Read More »
Professional Sales Interviews – Part III
Read More »
Professional Sales Interviews – Part IV
Read More »
Qualifying Questions
Read More »
Questions for the New Year
Read More »
Rapport Puzzle
Read More »
Reasons for Objections
Read More »
Reduce Sales Resistance
Read More »
Resolving Insurance Objections
Read More »
RRSP – Best Opening Statement for the MSR
Read More »
RRSP – Plan of Attack
Read More »
RRSP Home Stretch – Objections
Read More »
RRSP’s in March?
Read More »
RRSP’s? Let’s get to the problem
Read More »
RSP Objection – No Money
Read More »
RSP Transitions
Read More »
Sales & Service ABC’s.
Read More »
Sales & the ghost of Christmas past
Read More »
Sales Bigotry
Read More »
Sales Focused or Service Focused?
Read More »
Sales Language Hot Potato
Read More »
Sales Skill Self Evaluation
Read More »
Sales with E’s
Read More »
Saving “Lost” Business – Part 1
Read More »
Saving “Lost” Business – Part 2
Read More »
Scripting RSP Calls
Read More »
Selling During a Mortgage Campaign
Read More »
Selling Tips for Bank Tellers
Read More »
Selling Tips for the Younger Person
Read More »
Selling vs. Buying
Read More »
Selling With Email
Read More »
Service Fee Increase
Read More »
Shaking Like a Pro
Read More »
Short, Sweet and to the Point
Read More »
Shouldn’t They Just Buy It?
Read More »
SOLD! … Do People Really Want to Be?
Read More »
Spouse
Read More »
Squares
Read More »
Started Great, Ended Poorly
Read More »
Starting Conversations on Missed Opportunities
Read More »
Starting RRSP Conversations
Read More »
Starting the Sale
Read More »
Stories
Read More »
Strong Desire to Service
Read More »
Stuff or Fluff?
Read More »
Styles of Selling
Read More »
Successful Habit Analysis
Read More »
Successful RRSP Conversations – Part I
Read More »
Successful RRSP Conversations – Part II
Read More »
Summer Selling Opportunities
Read More »
Teaching Your Customers To Say NO!
Read More »
Telephone Image
Read More »
Term Renewal Calls with Script
Read More »
That’s the Worst Service Ever!
Read More »
The “Story”
Read More »
The ABC’s of Selling – Scenarios
Read More »
The Basic Qualifying Question
Read More »
The Best Rate?
Read More »
The Buying Cycle
Read More »
The Delivery
Read More »
The Flinch
Read More »
The Greatest Sales Stories Ever
Read More »
The Importance of Asking
Read More »
The Internal Referral
Read More »
The Introduction
Read More »
The Invisible Obvious
Read More »
The Listening Quiz
Read More »
The Markets Are Falling!
Read More »
The Need to be Nosey
Read More »
The Phone
Read More »
The Power of Pausing
Read More »
The Power of Questions
Read More »
The Quick Interview
Read More »
The Quick Interview and summer holidays – Short
Read More »
The secret of consultative cross-selling or up-selling
Read More »
The Secret to Sales Success
Read More »
Thinking on Your Feet
Read More »
Thinking Outside of the Box
Read More »
Three Ways to Sell – Part A
Read More »
Three Ways to Sell – Part B
Read More »
To pause or not to pause?
Read More »
Top 8 sales strategies for greeters
Read More »
Transitions
Read More »
Turbulent times
Read More »
Unsold Customer Follow-up
Read More »
Use Your Clues and Cues
Read More »
Value Ladder
Read More »
Verbal Commitment on Negotiated Rates
Read More »
Vocabulary
Read More »
We Appreciate Your Business – Can We Have More?
Read More »
We Call Them? – They Call Us?
Read More »
We Can’t Beat 0% – Can We?
Read More »
We’re Better Than Them!
Read More »
What Do Products Do?
Read More »
What do you have in common with your customers?
Read More »
What Does it Do?
Read More »
What Does That Mean?
Read More »
What separates the great from the rest?
Read More »
What’s in a Name?
Read More »
What’s in it for me?
Read More »
What’s New?
Read More »
What’s Our Story?
Read More »
What’s the Plan?
Read More »
What’s Your Best Rate?
Read More »
What’s Your Rate?
Read More »
When They Don’t Buy
Read More »
When Things are Slow
Read More »
Whew! RRSP Season is over! Or is it?
Read More »
Whew! RRSP Season is over! Or is it?
Read More »
Why Are They Here?
Read More »
Why Ask for the Sale
Read More »
Why Be Proactive
Read More »
Why Do They Buy?
Read More »
Why Do We Work Here Anyway?
Read More »
Why Product Dump Works – and Does Not
Read More »
Why Product Dump Works … and Doesn’t
Read More »
Why Questions Work
Read More »
Why Should I Buy Here?
Read More »
Winning On The Phone
Read More »
Word of Mouth
Read More »
Words That Sell
Read More »
You Get What You Ask For
Read More »
You Talk Too Much
Read More »
You Want to Shop Around?
Read More »
You Want to Think About It?
Read More »
Your Body Talks
Read More »
