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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

Selling With Email

Give your team ideas on how to use email effectively when selling.

Materials: Coaching Notes
Time Needed: 25 Minutes (10 minutes preparation)

08/08/2012

Selling vs. Buying

“Sell more products!” “Get more share of the client’s wallet!” “Cross sell!”

08/08/2012

Selling Tips for the Younger Person

Recently I was approached by a couple of young people that were new to the role of selling in financial services. I was impressed by their keen desire to learn and quick grasp of the sales techniques we were discussing.

08/08/2012

Selling Tips for Bank Tellers

Tellers have the toughest job in the world when it comes to selling. They are told to spot opportunities, cross sell products and services all while keeping their line ups to a minimum. Is it any wonder why they find it difficult to sell?

08/08/2012

Scripting RSP Calls

Help your team prepare a script for their RSP calls.

Materials: Handouts, Flip Chart and Markers
Time Needed: 31 Minutes

08/08/2012