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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

Case Study: Tellers and RSP's

Reinforce to the team:

01/08/2012

Case Study: Shopping Electronics

Reinforce to the team the importance of asking their clients some questions before they begin telling them about a product.

01/08/2012

Case Study: Sales = Service

Reinforce to the team that when they are being proactive and practicing good sales skills they are ultimately providing exceptional service to their clients.

01/08/2012

Case Study: Dead Air

Reinforce to the team that the starting point in all cross selling opportunities begins with getting clients talking and that they should recognize opportunities to do so.

01/08/2012

Case Study: Account Opening

Reinforce to the team the importance of the account opening process and the necessity to look past initial comments made by the client that makes it sound like they are not really there to buy.

01/08/2012