Subscribe to Our Newsletter

Sign-up Now

Coaching Tips

Newest Articles Date Posted

Coaching the Buying Cycle - Attitude & the Untraining Cycle

Attitude Toward Sales
Practicing good selling skills is providing exceptional service

07/08/2012

Coaching notes for helping staff resolve client objections

Here are some coaching thought starters for managers to help staff resolve objections: 

What are the basic philosophies/ behaviors we want to reinforce for when our people get objections?
Be curious. When objections come up…

07/08/2012

Coaching a Lender in getting more Investment Referrals

Why would a client want to meet with one of your financial planners to discuss investments?

07/08/2012