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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

Good Questions for Selling Retirement Savings Plans

Have you contributed yet?

07/08/2012

Giving Money Away

In a sales training session recently we were talking about cross selling on the teller line.

07/08/2012

Fundamental Sales Skills for Selling Financial Services

Periodically, we have someone call looking for advanced selling courses. They mention all they have done in sales training development and they are looking for something “new”, something “different”, something more advanced.

07/08/2012

Designing Your Sales Process

The more I shop around the more I realize how rare it is to run into the sales professional that truly understands their sales process. I was reminded of this the other day while shopping for a bed.

07/08/2012

Coaching - Product Dump, Order Taking & Process

Here are a few ideas on coaching a couple of ineffective styles of selling as well as people not following a process:

Style of Selling: Product Dump is an ineffective long term strategy to sell financial services products.

07/08/2012