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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

The Quick Interview

Provide the team with a strategy to efficiently interview to a potential problem/need a client may have.

Materials:                   Flip Chart, Markers
Time Needed:             27 Minutes
SME 1209-01
Introduction – (1 minute)

09/08/2012

The Quick Interview and summer holidays - Short

Review the steps to the “Quick Interview”.

This meeting is designed to be done in a short amount of time – 10 minutes or less. It is usually best to be done while people are standing so everyone knows it will be more of a “quick huddle” than a meeting.

09/08/2012

Coaching - An Easier Way

If there was one thing that would make sales managers more successful it would be this: Sacrifice complexity for consistency; Adopt a "less is more" attitude and approach.

09/08/2012

The Flinch

Assist people in having an intelligent response to a common negotiating tactic used by clients.

Materials:                 Flip Chart, Markers
Time Needed:          20 Minutes

Introduction – (1 minute)

08/08/2012

The Best Rate?

The financial services industry is extremely competitive. The more competitive it gets the more your products and services start to seem like a commodity and that the only thing that your customers want is the best deal.

08/08/2012