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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

Sales Language Hot Potato

Have fun while learning more positive words to use in the sales process.

Materials:  Flip Chart, Markers, Nerf Ball or bean bag (something light)
Time Needed: 20 - 30 Minutes

Introduction – (2 Minutes)

08/08/2012

Sales Focused or Service Focused?

I heard it again recently, someone trying to describe their financial institution's philosophy on selling and they said, "We're service focused not sales focused".

08/08/2012

Sales Bigotry

Remind the team about the dangers of prejudging people when selling.
Help the team spot times when they might be prejudging a client so they can be better prepared next time it happens.

Materials: Flip chart, markers
Time Needed: 24 Minutes
 

08/08/2012

RSP Transitions

Elevate the importance of dealing with simple RSP rate inquiries.

Materials: Flipchart, Markers
Time Needed: 29 Minutes
SME 0208-01

Introduction – (1 minute)

08/08/2012

RSP Objection - No Money

Review how to best respond to clients that say they are not investing in RSP’s this year because they do not have the money.

Materials:        Flip chart, markers, paper and pens
Time Needed:    24 Minutes
SME 0210-01

Introduction – (3 minutes)  

08/08/2012