February 1, 2017

11:30 PST, 12:30 MST, 1:30 CST, 2:30 EST

Commitment to Follow-Up

Following up with your clients/prospects can be one of the biggest sources of business generation and is the pinnacle of best-of-the-best service. The commitment to follow-up is a behavior that must be embedded within each branch professional.

February 8, 2017

11:30 PST, 12:30 MST, 1:30 CST, 2:30 EST

It’s Not Your Father’s Banking World

Remember passbooks, coin-saver pig folders, getting a little pack of Life Savers, or the kid’s table with comic books? It is not that simple anymore. During this session, we will discuss the behaviors and actions that will allow future generations to have fond memories of their financial institutions.

February 28, 2017

11:30 PST, 12:30 MST, 1:30 CST, 2:30 EST

Teleconsulting Pre-Call Planning

Preparation for Teleconsulting calls is critical to achieving productive outcomes. This session will focus on the most effective method of preparing for your World-Standard calls to clients.

Buy All 3 Sessions

If all sessions are purchased, $150 will automatically be subtracted from the total purchase for a total of $600.