Education Centre
Welcome to our Education Centre. To find your topics of interest, use the search box to search by keyword or choose a category to view listed articles.
| Newest Articles | Date Posted |
|---|---|
Why Be ProactiveReinforce to the team the need to be proactive with clients and not just “order-take”. |
09/08/2012 |
Why Ask for the SaleHelp your team see the importance of asking for the sale and understand why they are not asking for the sale (if that is the case) and share ideas on how to get better at asking. |
09/08/2012 |
Why Are They Here?Having clients come in and consistently ask for and expect the best rate can mess up a person's attitude quite easily. It doesn't take long before we start to believe that nobody will buy unless we have the best rate and that they are not interested in anything else. |
09/08/2012 |
Whew! RRSP Season is over! Or is it?A look back at the RRSP season and why some of our clients didn't buy and how to start up sales conversations to take advantage of the customer awareness that still exists and have the team committ to those post-RRSP Season. |
09/08/2012 |
When Things are SlowObjective of the Meeting: To help the team develop ideas to sell when times are slow. |
09/08/2012 |