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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: Buying a Bike

Objective: By going through the case study, reinforce to the team the importance of asking for a decision after they present product, and not getting untrained by initial comments that clients can make about not buying

01/08/2012

Case Study: Investing $50,000

By going through the case study reinforce to the team the importance of handling the initial rate inquiry properly and always investigating other investments the customer may have when they tell you they have a specific dollar amount to invest.

01/08/2012

Buying Cycle- Back to School

Review of the steps in the Buying Cycle and the importance of each segment.

Materials:                 Flip Chart Paper, Markers, Small prizes, scratch tickets or candies.
Time Needed:          20 - 25 Minutes
SME 0903-02

01/08/2012

Buying Cycle Overview- Part 2

Continuation of review of the Buying Cycle. Looking at the importance of each step and the potential consequences if these steps are not done or not done well.

Materials:  Flip Chart or White Board, Drawing of the Buying Cycle
Time Needed: 29 Minutes
SME 0507-02

01/08/2012

Buying Cycle Overview- Part 1

Review the Buying Cycle and provide a clear picture of how all the various steps interrelate.

01/08/2012