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Sales Tips

Newest Articles Date Posted

Plan for RSP Season

Well the holidays are over and a new year has begun. The first order of business for many of us in financial services at this time of year is to get geared up for RSP season.

08/08/2012

New Business Ideas

Business is Tough?

07/08/2012

Money Laundering and Terrorist Financing Legislation vs. Sales

It was brought to my attention a short while ago that the new "Money Laundering and Terrorist Financing Legislation" could really hamper the sales efforts of the team – especially when opening new accounts. At first glance that could be true and the way many people are feeling.

07/08/2012

Making Successful Calls

The sales process does not change just because you are selling over the phone. The medium is different, the process is the same.

07/08/2012

Making it easy to move the sale along

The goal in any sale is to keep things progressing toward a decision. It's when things stall that people start to lose interest – both the client and the sales person!

07/08/2012