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 |
|---|---|
How to Develop Transition QuestionsObjective of the Meeting: A big part of selling effectively is having the ability to successfully lead your client through the steps of the sale by smoothly transitioning between steps. |
05/03/2024 |
Term Renewal Calls with ScriptObjective of the Meeting: The purpose of this meeting is to help your team prepare for calls on GIC Term renewals. |
06/02/2024 |
Have a Plan for RSP seasonMany branches or individuals head into RSP season late and with no plan. They decide that they will get after it in late January when most of their clients start asking about RSP's and retirement planning. The successful individuals really start to prepare much sooner than that. |
04/12/2023 |
Order-taking - It's not so bad is it?order taking [awr-der tey-king]: to take an order; to do whatever the client tells you to do. |
02/11/2015 |
A principle of influenceReciprocity is a universal principle of influence. |
13/07/2015 |
