Presentation Ntp 04 Aldridge Pt 1
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Aldridge Part 1

Aldridge Part 1

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Presentation Ntp 04 Aldridge Pt 1 Presentation Ntp 04 Aldridge Pt 1 Presentation Transcript

  • Jake & Samantha Aldridge Session 4
  • Meet Jake and Samantha WB 43
  • Objectives: Jake and Samantha
    • Prior Client Calling Program
    • Settlement Options
    • Updates to TPS
    • Warranty Services and Peace of Mind ® Extended Service Plan
    • Recommendations
    • Discounting Appropriately
    • Collecting Payments
    WB 43
  • Tools to Build Your Client Base
    • Work in the Simulation for Tools to Build Your Client Base.
    • Path:
    • myBlock > QuickLinks - Computer-Based Training link
    • Launch Skills Learning Center
    • myCourses - select Tools to Build Your Client Base
    WB 44
  • Getting Clients in the Office
    • What are ways to attract clients to the office?
    WB 45
  • Prior Client Calling Program (PCCP)
    • Benefits of Prior Client Calling Program
    • Problems and Solutions with PCCP
    • Tools to help
    • Practice
    WB 46
  • Prepare for the Client to Arrive WB 47
  • Set Expectations Questions to ask Introduce yourself Set expectations 7216, CSA, Privacy Policy WB 48
  • Engage the Clients WB 50 Client Segment
  • Engage the Clients What questions will you ask Jake and Samantha to keep them engaged and make them feel Connected? WB 50
  • Engage the Clients Newly empty nest - Son, Jeremy, 18, and on his own Jake - same company since college, likes fishing Samantha - start a proofreading company next year; likes to read Sci-Fi WB 51
  • Engage the Clients
    • When and how do you have the balance due conversation?
    • How will you answer questions about their prior- year return?
    WB 51
  • Review the Return
    • What do you say when you review the return with the Aldridges?
    • How did you convey I Am Worth It?
    WB 52-53
  • Review the Return
    • What are the Aldridges’ options?
      • Demonstrate conversation
    • Conversion
      • Body language
      • Benefits of finishing today
      • Solve for conversion risks
    WB 54
  • Online Evaluations and Knowledge Checks
    • MBTO
    • Computer-based Training on Quicklinks
    • Launch to Skills Learning Center
    • Register for Courses
    • Enroll
    • myCourses
    • Go and Launch