Becoming Your Clients Primary Banking Consultant-How to Have Necessary and Robust Conversations Webinar

Do you care so much about doing the right thing for your clients that you are willing to ask the tough questions in order to help the prospect or client make the right decision? Assertive, (not aggressive) relationship managers win more business than others because they are willing to have difficult conversations and ask challenging questions. In this webinar, RMs will spend time self-evaluating their own approach to stretch past their limitations and fears.

Covered Topics

  • Understand the characteristics of a consultative seller
  • Learn a 4-step process to help drive robust and assertive conversations with clients
  • Gain a series of consultative questions to adapt and use in your toolbox

Who should attend

Bank CEOs, Presidents, HR Directors, Sales Directors, LOB Leaders & Training Heads.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Instructor

Dan Fischer
Dan Fischer

Dan Fischer, Sales Development Expert, has 28 years of financial sales and sales management experience working in the banking and insurance industries. During that time, he has developed a life-long p... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Becoming Your Clients Primary Banking Consultant-How to Have Necessary and Robust Conversations Webinar.25 Any AnyWebinarOn-Demand Dan Fischer$279.00 Register Now
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor.  And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS Digital Download:

By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library.  You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides as well.  Access to the Digital Download is for the life of your library.

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