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Sales Tips

Newest Articles Date Posted

Have a Plan for RSP season

Many branches or individuals head into RSP season late and with no plan. They decide that they will get after it in late January when most of their clients start asking about RSP's and retirement planning. The successful individuals really start to prepare much sooner than that.


Order-taking - It's not so bad is it?

order taking [awr-der tey-king]: to take an order; to do whatever the client tells you to do.  


4 things you better be doing to build a successful sales team

Success leaves clues


A principle of influence

Reciprocity is a universal principle of influence.


Are you making these calls?

As technology becomes more and more prevalent in our society, financial institutions have gone through an interesting phenomenon. They used to see the client all of the time because they HAD to come into the branch to accomplish everything.