Presentation Ntp 09 Chen Pt 2

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Chen Part 2

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Presentation Ntp 09 Chen Pt 2

  1. 1. Jun Chen Session 9
  2. 2. Review of Last Session <ul><li>In the previous session, we met and served Jun Chen. </li></ul><ul><li>What were some of the things we did for her? </li></ul>
  3. 3. Settlement Options <ul><li>What are Jun’s options? </li></ul><ul><li>How do you explain the details? </li></ul>WB 101
  4. 4. Refund Anticipation Check (RAC) & State RAC <ul><li>What advice will you give Jun regarding her RAC? </li></ul><ul><li>What are Jun’s disbursement options? </li></ul>WB 102
  5. 5. H&R Block Emerald Prepaid MasterCard ® <ul><li>How do you explain the H&R Block Emerald Card® selection and consolidation? </li></ul>WB 103
  6. 6. Signatures <ul><li>You will retain the signatures captured on the white page. </li></ul><ul><li>The client leaves with the signature captured on the gold page. </li></ul>WB 104
  7. 7. Emerald Advance Year-Round Line of Credit <ul><li>How do you have this conversation? </li></ul>WB 105
  8. 8. Recommendations 86.9% of respondents said they would trust a friend’s recommendation over a review by a critic. (Marketing Sherpa, July 2007) WB 106
  9. 9. Peace of Mind <ul><li>New Peace of Mind screen in TPS. </li></ul>WB 107
  10. 10. H&R Block Advantage Report WB 108-110
  11. 11. Prior Year Comparison WB 111
  12. 12. Wrap Up the Interview <ul><li>How do you wrap up the appointment with Jun? </li></ul><ul><li>How do you ask for the appointment for next year? </li></ul>WB 112
  13. 13. Session Review <ul><li>How did you attract Jun to H&R Block? </li></ul><ul><li>How did you provide a strong Client Experience to make sure Jun left feeling Connected, Confident, and Championed? </li></ul><ul><li>What did you do to retain Jun and build your business? </li></ul><ul><li>What information from this session do you need to help you to meet your goals? </li></ul>WB 113
  14. 14. Online Evaluations and Knowledge Checks <ul><li>MBTO </li></ul><ul><li>Computer-based Training on Quicklinks </li></ul><ul><li>Launch to Skills Learning Center </li></ul><ul><li>Register for Courses </li></ul><ul><li>Enroll </li></ul><ul><li>myCourses </li></ul><ul><li>Go and Launch </li></ul>

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