Interview

Newest Articles	Date Posted
Case Study: Account Opening Reinforce to the team the importance of the account opening process and the necessity to look past initial comments made by the client that makes it sound like they are not really there to buy.	01/08/2012
Case Study: Investing $50,000 By going through the case study reinforce to the team the importance of handling the initial rate inquiry properly and always investigating other investments the customer may have when they tell you they have a specific dollar amount to invest.	01/08/2012
Better Opening Lines Talk about resisting the urge to jump right to product when spotting opportunities. Using effective opening lines and converstation starters to discover the clients needs, so instead of Selling we are seen as Helping.	01/08/2012
Benefit Relay Have fun while revisiting the skills involved in the quick interview. Materials: Small Prizes (scratch & wins, loonies etc), Hardcover Books, Spoons, Kleenex Time Needed: 25 - 30 Minutes Introduction – (3 minutes)	01/08/2012
Answer the Question with a Question Help the team respond to product inquires more effectively by shifting the conversation to the Interview. Introduction – (3 minutes)	01/08/2012

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