presentation ntp 08 chen pt 1
DESCRIPTION
Chen Part 1TRANSCRIPT
Jun Chen
Session 8
Your Client: Jun ChenWB 91
Objectives: Jun Chen
•Pre-interview screen•I Am Worth It•Pay-down process for H&R Block Emerald Advance™•H&R Block Emerald Prepaid MasterCard® •Settlement options •Obtaining required signatures•Year-round line of credit•Recommendations•Peace of Mind® Extended Service Plan•H&R Block Advantage Report
WB 91
Prepare for the Client to ArriveWB 92
Set Expectations
When does client retention improve with the help of client matching?
How do you ensure that your client is matched to you next year?
Tasks to set expectations: Welcome Collect forms Answer questions Set expectations I Am Worth It Ask for referrals
WB 93
Engage the Client
What will you ask Jun when you enter her information documents?
WB 94-95
Engage the Client
Buying a home; middle of the city
Graduated local university - degree in nursing
Encouraged not to have credit cards
Graveyard shift - loves working with people
Needs refund soon - ordered furniture
Great grandmother saving for years - inherit part
Core group of friends - do everything together
Attitudinal Segment?
WB 96
Review the Return
What do you say when you review the return with Jun?
How did you convey I Am Worth It?
WB 97-98
Emerald Advance Pay Down
How do you have the conversation with Jun about paying down her line of credit?
WB 99
Emerald Savings
How do you explain to Jun the power of the Emerald suite of products to include Emerald Savings?
WB 100
Online Evaluations and Knowledge Checks
MBTO Computer-based Training on
Quicklinks Launch to Skills Learning Center
Register for Courses Enroll myCourses Go and Launch