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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

Have a Plan for RSP season

Many 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.


You Get What You Ask For

Objective of the Meeting: Reinforce the value of assumptive language in the sales process.


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.  


4 things you better be doing to build a successful sales team

Success leaves clues


A principle of influence

Reciprocity is a universal principle of influence.