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 |
|---|---|
Plan for RSP SeasonWell the holidays are over and a new year has begun. The first order of business for many of us in financial services at this time of year is to get geared up for RSP season. |
08/08/2012 |
Opening AccountsI don't know of a financial institution that doesn't need more new business. Everyone is looking to increase their client base and expand upon the number of products per client with the goal being enhanced profitability. |
08/08/2012 |
Objections – What’s the Dollar AmountGive the team one simple tool that will help them overcome rate objections.
Materials: Flip chart & markers. Small prizes or scratch tickets. Introduction – (2 minutes) |
08/08/2012 |
Objections – The Price Difference StrategyGive the team a simple response to a rate objection that will increase their chance of securing the business. Materials: Flip chart & markers. Small prizes or scratch tickets. |
08/08/2012 |
New Business IdeasBusiness is Tough? |
07/08/2012 |