C is for CONNECT
Open Dialogue
Need Discovery
Handling Objections
That is Random!
100

What's the first thing you should do when starting a CONNECT conversation?

Acknowlwgde the member immediately, use their name, and smile :)

100

These are the 2 types of questions used in the Con2ect Model?

What is Open and focused

100

These are the two types of needs you should explore?

 What is Immediate and additional/long-term needs

100

Name 3 typical member's objections.

Cost too much, interest rate too high/low, not enough time, I need to talk to my spouse/partner

100

What's the only sport to be played on the moon?

Golf-1971

200

What does the acronym N2 represent in the CONNECT model?

Note and summarize

200

Give one example of expressing desire to help

I'd love to help you with that!

200

What's the one effective question to explore long-term financial needs?

What are your plans for saving or investing over the next few years?”

200

The minimum commitment you should get when a member needs to "think" about your offer.

What is a commitment to follow up with them?

200

Name the film or the character:

"I'm going to make him an offer he can't refuse."

Don Vito Corleone (The Godfather)

300

Fill in the blank "When creating a connection, it's important to make the member feel ______"

Values, heard, and welcomed.

300

If member come in to open CHQ account what are 2 open questions we can ask them?

How will you be using this account? or Who will have access to this account?

300

Why is it important to ask about the member’s current financial situation?

To provide solutions that fit their overall financial picture

300

The worst thing you can do when facing an objection.

What is argue?

300

The number 57 on the Heinz ketchup bottle represent this.

What is the number of varieties of pickles the company once had?

400

What is the purpose of the CONNECT model?

To provide a structured way to build trust and address member needs

400

These are the four categories or pillars we explore with our questioning strategies.

What is Bank, Borrow, Protect and Invest?

400

When opening a new membership, this report can be a helpful tool in spotting opportunities/nees to refer the member to a AR for a deeper conversation.

What is the credit bureau?

400

These are the 4 stages of the Handling Objections Model

What is AERC = Acknowledge, Explore, Resolve and Check for satisfaction

400

What is the name of Han Solo's ship in Star Wars?

Millennium Falcon

500

Name one way to transition into the Open Dialogue phase of CONNECT.

Asking, ‘May I ask you a few questions to better understand your needs?'

500

Whats are 3 words that preface open ended questions?

Tell, How, What, Who, When, Where

500

This is the meaning of TAG

Transition to member's cues, 

Ask member to prioritize,

Gain members Commitment

500

What is the difference between sympathy and  empathy?

Sympathy - Understanding how the member is feeling and acknowledging their concerns.

Empathy - "Jumping the counter" and Siding with the member.

500

What was the original name of Google?

BackRub