WELCOME
WHAT RESOURCE IS AVAILABLE TO HELP PREPARE FOR YOUR CLIENT INTERACTION
60 SECOND REVIEW
TRUE OR FALSE: WE DISCOVERVISE
FALSE-WE DO NOT DISCOVER AND ADVISE
WHAT DOES ADVISE FOCUS ON
ADVISE FOCUSES ON WHAT THE CLIENT IS READY TO ACT ON TODAY
TRUE OR FALSE-CLEINTS MUST BE PRESENT FOR THE ENTIRETY OF ACCOUNT OPENINGS AND SERVICE ENROLLMENTS
TRUE
WHAT IS THE EXPECTATION FOR CLIENT EXPERIENCE SCORES
90%
THE INITIAL STEP WHEN ENGAGING A CLIENT IN THE OFFICE
PRESENTING YOUR ROLE TO ESTABLISH CREDIBILITY
WHAT IS THE PURPOSE OF DISCOVER
TO UNDERSTAND WHERE THE CLIENT IS TODAY AND WHAT IS POSSIBLE IN THEIR CURRENT RELATIONSHIP
WHAT IS THE RULE WHEN IT COMES TO CLIENT'S PERSONAL DEVICE OR FINANCIAL CENTER CLIENT-FACING IPAD WHEN USING OK TOOL
DO NOT TAKE PHYSICAL CONTROL-THEY MUST ALWAYS REMAIN THE CLIENT'S CUSTODY AND CONTROL
WHAT CAN BE DONE TO ENSURE WE HAVE AN ONGOING RELATIONSHIP WITH OUR CLIENT
FOLLOW UP AS GOALS AND BENEFITS EVOLVE
AFTER POSITIONING YOUR ROLE, WHAT'S NEXT
FOCUS ON SERVING THE CLIENT'S CURRENT NEED WHILE BUILDING LONG-TERM RELATIONSHIP
HOW DO YOU DISCOVER EFFECTIVELY
ESTABLISHING RAPPORT AND ASKING DEEPENING AND OPEN ENDED QUESTIONS
WHAT PERCENT OF OUR CLIENT'S ARE VISUAL LEARNERS
APPROXIMATELY 70%
WHAT MUST BE DONE PRIOR TO MOVING FORWARD WITH A PARTNER REFERRAL
GAINING CONSENT FROM THE CLIENT
HOW CAN WE ELEVATE CLIENT EXPERIENCE AND STRENGTHEN RELATIONSHIPS
THANK THEM FOR THEIR BUSINESS
WALK THEM TO THE DOOR
SAY THEIR NAME AT LEAST 3 TIMES DURING THE INTERACTION
TRUE OR FALSE: WE PRESELL BOFA REWARDS OR PROGRAMS
FALSE-WE DO NOT PRESELL BOFA REWARDS OR PROGRAMS
TRUE OR FALSE: WE ONLY DISCOVER ON NEW RELATIONSHIPS
FALSE-WE DISCOVER WITH ALL CLIENTS
WHAT HELPS US FRAME TODAY'S RECOMMENDATION AND IDENTIFY FUTURE OPPORTUNITIES
BOFA REWARDS
TRUE OR FALSE-CLIENT'S ARE AUTOMATICALLY ENROLLED IN BOFA REWARDS
WHAT IS THE LAST PHASE OF THE BRC
EXPERIENCE
WHAT MUST HAPPEN PRIOR TO DISCUSSING ACCOUNT RELATED INFORMATION
AUTHENTICATION
TRUE OR FALSE: A CLIENT COMES IN AND ASKS DO WE OFFER LOANS, OUR INITIAL STEP SHOULD BE TO GET THEM TO LOAN OFFICER
FALSE: TO ENSURE WE PROVIDE THE MOST APPRPRIATE RECOMMENDATION, IT'S IMPORTANT TO FIRST UNDERSTAND THE CLIENT'S OBJECTIVES, NEEDS AND OVERALL INTENT
WHAT TOOLS ARE AVAILABLE TO SHOW CLIENTS THE VALUE OF OUR SOLUTIONS
CARD COMPARISON TOOL
LIFE PLAN
BOFA REWARDS
ALL CALCULATORS
WHAT STAGE IN THE BRC PROCESS SET'S THE STATE FOR EXPERIENCE BY ENSURING THE CLIENT FEELS CONFIDENT IN OUR NEXT STEPS
FULFILL
WHY DO WE SHOW CLIENT'S HOW TO ACTIVATE THEIR BENEFITS
IT BUILDS ADDITIONAL CREDIBILITY AND CREATES A GREAT OPPORTUNITY FOR FOLLOW UP