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 |
|---|---|
Coaching a Lender in getting more Investment ReferralsWhy would a client want to meet with one of your financial planners to discuss investments? |
07/08/2012 |
Clients for LifeHere's a test for you: Do you feel you provide outstanding service to your clients? Is it your objective to have them buy not just once from you, but many times over the course of their lifetime? |
03/08/2012 |
Campaign Selling vs Needs Based SellingIs there a conflict between a company saying on one hand they want to sell in a very service focused, needs based way, and on the other hand running a campaign that promotes special products and/or pricing? The answer is, “It depends”. |
03/08/2012 |
Assuming is Good!What!! Haven’t we been taught that assuming makes an ^&%#$ out of you and me? (Ass-u-me) True, but it depends on what you are assuming. |
03/08/2012 |
Arguing or Persuading?Arguing or Persuading? |
03/08/2012 |