Education Centre

Newest Articles	Date Posted
Building Trust and Rapport How to create greater trust and rapport with the client, by looking at the definitions and seeing how building this loyalty will help to differentiate them from the competition.	01/08/2012
Building Added Value- Part 2 How to incorporate things your financial institution does to add value to a client, into the sales conversation Materials: Handouts Time Needed: 20 – 25 minutes	01/08/2012
Building Added Value- Part 1 Identify ways in which your financial institution differentiates itself from the competition in order to build extra value in your client’s mind	01/08/2012
Buffers or Preconditioning- Short To review the how to soften up a tough question with the idea of using a “buffer” or the concept of “preconditioning”. Designed to be done in a short amount of time – 10 minutes or less.	01/08/2012
Better Opening Lines Talk about resisting the urge to jump right to product when spotting opportunities. Using effective opening lines and converstation starters to discover the clients needs, so instead of Selling we are seen as Helping.	01/08/2012

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