Member Engagement Training Program

• Explore ways to consistently create a positive member experience with every member, every time.
• Determine the best approach to become more relationship-focused vs. transaction-focused.
• Discover how to engage in relevant conversations to connect and build deeper relationships.
• Explore creative strategies to help you identify solutions to offer your members to help them achieve financial freedom.
• Learn what you can do to refine our listening skills and communication skills.
• Understand the value of empathy and how to engage in empathy.
• Determine the best approach to partner with your members to offer the right solutions.
• Explore key questions to ask your members to offer the best solutions.
• Identify ways to overcome objections to better serve your members.
• Discover how to use the Mini-Form to better serve your members and get referrals.
• Learn what you can do to educate members on how they can lower payments on loans with other financial institutions and eliminate high-interest-rate credit card balances.
• Explore ways to gain commitment for life from your members – Priceless.

Resources/Exercises:

• Training Manual
• Coaching Engagement Forms
• Scripts for Overcoming Objections
• Mini-Form Tool and Handout
• Role Play/Coaching Exercises: o Asking the right questions
  • Engaging in relationship-building conversations
  • Overcoming objections
  • Offering the right solutions