Serving the Financial Services Industry Since 1990

Special Offer

2-DVD Value Pack!

Sales Conversations for Tellers - and - Capitalizing on Investment Opportunities for Lenders

Buy both Financial Sales Training DVD's and Save $100!

>> Learn More
 

Free Monthly Sales Tip

 

Proudly Serving

>> Click for More
Fusion Performance Group

Knowledgebase Home | Glossary | Favorites | Contact | Login Knowledgebase Home | Glossary | Favorites | Contact | Login
Search the Knowledgebase Browse by Category

[Advanced Search]
Advanced Search
* Query:
  Categories:
  Rated:
Search Results for "deal"
There were 53 articles found for your query: (Page 1 of 3)     «« |  Prev | 1 | 2 | 3 | Next | »»
  1. whenitsslownotes.pdfwhenitsslownotes.pdf [Attachment in When Things are Slow]
    Microsoft Word - whenitsslownotes.docx Error : Bad color Error : Bad color Error : Bad color Error : Bad color Error : Bad color Error : Bad color Error : Bad color Error : Bad color Error : Bad color

  2. Apr 09 coachnotes.pdfApr 09 coachnotes.pdf [Attachment in Case Study – Sales = Service]
    Microsoft Word - Apr 09 coachnotes Error : Bad color Error : Bad color              Coaching Notes – 0409-01 Oil Change Was Sally’s reaction to be mad at the mechanic because her car

  3. Just be a little bit betterJust be a little bit better [Article]
    Just be a little bit better One of the biggest mistakes we see in the financial services and insurance industries are com

  4. Coaching notes for helping staff resolve client objectionsCoaching notes for helping staff resolve client objections [Article]
    Here are some coaching thought starters for managers to help staff resolve objections: What are the basic philosophies/ behaviors we want to reinforce for when our people get obj

  5. What's Your Rate? What's Your Rate? [Article]
    Topic: What's Your Rate? Materials: Flipchart, Markers Time Needed: 25 Minutes SME 0504-01

  6. The Markets Are Falling! The Markets Are Falling! [Article]
    Topic: The Markets Are Falling! Materials: Flip cart or white board, markers Time Needed: 27 Minutes SME 1108-01 Objectives of the Meeting: 1. To help the team s

  7. Case Study – Account OpeningCase Study – Account Opening [Article]
    Topic: Case Study – Account Opening Materials: Copies of Case Study Time Needed: 5 Minutes Preparation; 23 Minutes for the Meeting

  8. Case Study Investing $50,000.Case Study Investing $50,000. [Article]
    Topic: Case Study – Investing $50,000. Materials: Copies of Case Study Time Needed: 5 Minutes Preparation; 23 Minutes for the Meeting SME

  9. We Appreciate Your Business – Can We Have More? We Appreciate Your Business – Can We Have More? [Article]
    Topic: We Appreciate Your Business – Can We Have More? Materials: Flip Chart, Markers, Small prizes. Time Needed: 20 Minutes

  10. Sales BigotrySales Bigotry [Article]
    Topic:

  11. Buying Cycle Overview - Part 2Buying Cycle Overview - Part 2 [Article]
    Topic:&

  12. Feb 2009 notes.pdfFeb 2009 notes.pdf [Attachment in Case Study – Tellers and RSP’s]
    Microsoft Word - Feb 2009 notes Case Study Coaching Notes 0109-01 What did the teller do right? • Asked a question to start the conversation off towards RSP’s. • Was persistent. Perhaps in a way

  13. How to deal with rate shoppersHow to deal with rate shoppers [Article]
    Everyone is a buyer? I was speaking with someone recently and I asked if they ran into very many “rate shoppers”. They replied that most peo

  14. Sales Language Hot PotatoSales Language Hot Potato [Article]
    Objective of the Meeting: 1. To have fun while l

  15. Making it easy to move the sale alongMaking it easy to move the sale along [Article]
    The goal in any sale is to keep things progressing toward a decision. It's when things stall that people start to lose interest – both the client and the sales person! One of the r

  16. Three Ways to Sell – Part AThree Ways to Sell – Part A [Article]
    Objective: 1. Show staff that there are thr

  17. How to reduce the amount of objections over ratesHow to reduce the amount of objections over rates [Article]


  18. Service Fee IncreaseService Fee Increase [Article]
    Time Needed: 26 Minutes SME 1009-01 Objective of the Meeting: 1. Prepare the team i

  19. New Business IdeasNew Business Ideas [Article]
    Business is Tough? Would you say that that in the last 8 months that it has been more difficult to do business? Many are finding that to be the case. In this

  20. Making Calls on Delinquent AccountsMaking Calls on Delinquent Accounts [Article]
    Topic: Delinquency Calls Materials: Flip Chart, Markers, Coaching Notes (in attachment at the bottom of

(Page 1 of 3)     «« |  Prev | 1 | 2 | 3 | Next | »»

Knowledge Management Software by Interspire

 
Fusion Performance Group Inc. © 2006 All rights reserved.