Presentation Ntp 08 Chen Pt 1
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Transcript of Presentation Ntp 08 Chen Pt 1
![Page 1: Presentation Ntp 08 Chen Pt 1](https://reader038.fdocuments.us/reader038/viewer/2022100518/559c00411a28ab48468b4666/html5/thumbnails/1.jpg)
Jun Chen
Session 8
![Page 2: Presentation Ntp 08 Chen Pt 1](https://reader038.fdocuments.us/reader038/viewer/2022100518/559c00411a28ab48468b4666/html5/thumbnails/2.jpg)
Your Client: Jun ChenWB 91
![Page 3: Presentation Ntp 08 Chen Pt 1](https://reader038.fdocuments.us/reader038/viewer/2022100518/559c00411a28ab48468b4666/html5/thumbnails/3.jpg)
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
![Page 4: Presentation Ntp 08 Chen Pt 1](https://reader038.fdocuments.us/reader038/viewer/2022100518/559c00411a28ab48468b4666/html5/thumbnails/4.jpg)
Prepare for the Client to ArriveWB 92
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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
![Page 6: Presentation Ntp 08 Chen Pt 1](https://reader038.fdocuments.us/reader038/viewer/2022100518/559c00411a28ab48468b4666/html5/thumbnails/6.jpg)
Engage the Client
What will you ask Jun when you enter her information documents?
WB 94-95
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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
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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
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Emerald Advance Pay Down
How do you have the conversation with Jun about paying down her line of credit?
WB 99
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Emerald Savings
How do you explain to Jun the power of the Emerald suite of products to include Emerald Savings?
WB 100
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Online Evaluations and Knowledge Checks
MBTO Computer-based Training on
Quicklinks Launch to Skills Learning Center
Register for Courses Enroll myCourses Go and Launch