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Resources for Managers

Info about this resource library and how it should be used. 

How to Use These Resouces

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Videos

Resources for Reviewing Reports with Employees (cards)

Behavioral Economics Principles

Nov 13, 2019

How can you truly influence the way prospects and clients make buying decisions? Align your sales process with behavioral economic principles, and you will achieve greater results.

Email Etiquette & Best Practices

Nov 13, 2019

While we try to work faster and more efficiently, we must not forget the social rules that accompany any form of communication. Email is no exception.

Poor Listener vs Good Listener

Nov 13, 2019

Listening is a fundamental building block in making a connection with prospects and clients. It demonstrates your benevolence and your interest in hearing about the prospect and tailoring your process to his or her needs.

SM Engagement Best Practices

Nov 13, 2019

Social media platforms allow you to make contact, establish your expertise, and significantly increase your social footprint by developing a group of virtual “followers”.

Four Levels of Buyer Need

Nov 13, 2019

Prospects buy when, and only when, they perceive a gap or discrepancy between their current situation and their desired situation. Where are your prospects?

Questioning Pitfalls-rev

Nov 13, 2019

Do you know how to avoid the pitfalls? Financial professionals generally run into trouble with their questioning in one or more of these ways.

Choose 1 of 2

Nov 13, 2019

Did you ever stop to think you might be preventing prospects from making the decision to buy because you have overwhelmed them with information?

The Pre-Flight Checklist

Nov 13, 2019

Being prepared for the closing meeting will give you the confidence you need to allow your passion and conviction to be unleashed. Your diligent preparation is going to make all the difference in a successful presentation.

Resources for Reviewing Reports with Employees (Horizontal List)

Resources for Reviewing Reports with Employees (Two Column)

Behavioral Economics Principles

How can you truly influence the way prospects and clients make buying decisions? Align your sales process with behavioral economic principles, and you will achieve greater results.

Email Etiquette & Best Practices

While we try to work faster and more efficiently, we must not forget the social rules that accompany any form of communication. Email is no exception.

Poor Listener vs Good Listener

Listening is a fundamental building block in making a connection with prospects and clients. It demonstrates your benevolence and your interest in hearing about the prospect and tailoring your process to his or her needs.

SM Engagement Best Practices

Social media platforms allow you to make contact, establish your expertise, and significantly increase your social footprint by developing a group of virtual “followers”.

Four Levels of Buyer Need

Prospects buy when, and only when, they perceive a gap or discrepancy between their current situation and their desired situation. Where are your prospects?

Questioning Pitfalls-rev

Do you know how to avoid the pitfalls? Financial professionals generally run into trouble with their questioning in one or more of these ways.

Choose 1 of 2

Did you ever stop to think you might be preventing prospects from making the decision to buy because you have overwhelmed them with information?

The Pre-Flight Checklist

Being prepared for the closing meeting will give you the confidence you need to allow your passion and conviction to be unleashed. Your diligent preparation is going to make all the difference in a successful presentation.

Resources for Reviewing Reports with Employees (Single Column)