Presentation Ntp 04 Aldridge Pt 1
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- 1. Jake & Samantha Aldridge Session 4
- 2. Meet Jake and Samantha WB 43
- 3. Objectives: Jake and Samantha
- Prior Client Calling Program
- Settlement Options
- Updates to TPS
- Warranty Services and Peace of Mind Extended Service Plan
- Discounting Appropriately
- Collecting Payments
- 4. Tools to Build Your Client Base
- Work in the Simulation for Tools to Build Your Client Base.
- myBlock > QuickLinks - Computer-Based Training link
- Launch Skills Learning Center
- myCourses - select Tools to Build Your Client Base
- 5. Getting Clients in the Office
- What are ways to attract clients to the office?
- 6. Prior Client Calling Program (PCCP)
- Benefits of Prior Client Calling Program
- Problems and Solutions with PCCP
- Tools to help
- 7. Prepare for the Client to Arrive WB 47
- 9. Engage the Clients WB 50 Client Segment
- 10. Engage the Clients What questions will you ask Jake and Samantha to keep them engaged and make them feel Connected? WB 50
- 11. 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
- 12. Engage the Clients
- When and how do you have the balance due conversation?
- How will you answer questions about their prior- year return?
- 13. Review the Return
- What do you say when you review the return with the Aldridges?
- How did you convey I Am Worth It?
- 14. Review the Return
- What are the Aldridges options?
- Demonstrate conversation
- Body language
- Benefits of finishing today
- Solve for conversion risks
- 15. Online Evaluationsand Knowledge Checks
- Computer-based Trainingon Quicklinks
- Launchto Skills Learning Center
- Registerfor Courses