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Product Campaigns & RRSP

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How to be product focused without product dump!

There were 7 articles found in this category:

Good questions for selling retirement savings plans
Have you contributed yet? It’s RSP season again and for some reason, this is when sales people start to get lazy. They know they should be getting a client to acknowledge a problem first before they present a solution (i.e. a product) but for some reason, when it comes to selling RSP’ ...
Campaign Selling vs Needs Based Selling
Is 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”. It depends on how the campaign is rolled out to ...
Making Successful Calls
The sales process does not change just because you are selling over the phone. The medium is different, the process is the same. It is the same with the one notable exception: because you are calling the potential client – in essence, interrupting their world - you have to get over that a ...
How to have confidence while making RSP calls
How to have confidence while making RSP calls This is the time of year we see people that normally do not make sales calls getting on the phones to call their clients. This can cause a great deal of stress for those that are not confident using the phone to sell. So how do you gain the confiden ...
Plan for RSP Season
Plan for RSP Season Well the holidays are over and a new year has begun. The first order of business for many of us in financial services at this time of year is to get geared up for RSP season. Many times we see companies doing a great job of developing a marketing campaign and then drop the b ...
Pro's and Con's of Campaigns
Pro's and Con's of Campaigns Campaigns are a way of life for most financial institutions. When something needs to get sold there is nothing like a good old marketing blitz to make it happen. Campaigns have their place but they can also be a source of trouble for frontline staff that are expecte ...
How to Sell During a Campaign
How to Sell During a Campaign Some people hear different things when they go through our training. Sometimes they only hear part of the message. For example, a manager whose team had just been on training said to me recently that one of the people had decided NOT to sell during their RRSP campa ...