Education Centre

Newest Articles	Date Posted
My team has experience – they don't need more training! Over the years we have seen many financial institutions fall into the trap of viewing sales training or skill development as an event rather than a process. Once someone has attended sales training they are good to go right?	07/08/2012
Money Laundering and Terrorist Financing Legislation vs. Sales It was brought to my attention a short while ago that the new "Money Laundering and Terrorist Financing Legislation" could really hamper the sales efforts of the team – especially when opening new accounts. At first glance that could be true and the way many people are feeling.	07/08/2012
Making Successful Calls The sales process does not change just because you are selling over the phone. The medium is different, the process is the same.	07/08/2012
Making it easy to move the sale along The goal in any sale is to keep things progressing toward a decision. It's when things stall that people start to lose interest – both the client and the sales person!	07/08/2012
Loyalty It's something that every company is after: loyal customers. That is the typical corporate message and goal but not the realization of most. As with many things in life the tendency is to want the benefits without having to pay the price.	07/08/2012

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