Our sales and coaching training services cover essential skills and disciplines that develop competency in relationship sales. Our training focuses on creating win-win relationships and building long-term relationships with customers and clients.
Our training programs are available in multiple formats and can be customized to suit your unique needs. Choose from either online programs or on-site programs at your office location.
Getting the opportunities to help people.
Creating solutions based on their needs.
Delivering value as a true partnership.
Keeping everyone focused and improving.
Learn how to identify the unique characteristics of your client’s personality and align your approach to build greater rapport, understanding, and trust. With deeper understanding, you can accurately assess your client’s needs and create mutually satisfying deals that make money for your client and your organization.
Embrace the value of service excellence and provides the skills and process training to deliver a higher level of services that ensure the customer’s needs are met in the initial account opening and long after. The Customer Care System™ ensures happier customers, increased job satisfaction among the staff, and more sales.
This one-day training program teaches participants to effectively make that first important step to “hook” the customer. Review your organization’s existing sales infrastructure, so we can customize the training for your particular situation as necessary.
Develop a robust service and sales culture and build a referral infrastructure, including source tracking, destination tracking, efficient referral transmittal, effective referral documentation, summary reporting, performance accountability, and coaching by managers. Read this ebook for helpful guidelines for referral source development.
Build a solid sales and service culture focused on maintaining asset quality, achieving high-quality core earnings, developing superior service, providing for overall revenue growth, and retaining the best staff. We provide the resources you need to address the weak links that inhibiting your success.
Take our three-day Relationship Sales Workshop to learn and practice a process that proves highly effective in increasing sales, including role playing and sales instruction aides. Designed for Senior Management, Trust and Wealth Management Relationship Managers, Investment Representatives, Private Banking Representatives and Loan Officers.
The true evidence of a sales culture is a market-driven focus and orientation woven throughout the fabric of an organization. In all but a few financial institutions, this environment is being developed, but it also must be managed on a continuing basis. Management of the selling function requires planning, setting goals, training, reporting, one-on-one sales coaching, and sales meetings to keep your team motivated. We can help you effectively manage your full or part-time sales force and train your staff to become onsite sales managers.
Our sales management workshop provides the skills and sales management training you need to lead your organization’s sales efforts and train unit mangers as sales leaders. We review planning, establishing sales goals, management information tools, quantitative and qualitative evaluations, sales coaching, and leading effective sales meetings – providing the tools you need to effectively manage your full or part-time sales force.
You need to make sure your clients are happy, because happy clients are more likely to be loyal, long-term clients and provide your best opportunities for business growth through referrals. A client survey lets you see your business through the eyes of your clients and provides early warning signs when you need to address emerging issues. We facilitate the survey process including receipt of responses and collation and collaborate with you to evaluate survey results and identify the key areas considered critical to client satisfaction.
Personal is an individualized approach to sales and performance improvement that focuses the sales person’s efforts on the activities that are most important in the sales process. It is ideal for any sales person that wants to move to the next level of production, new sales people learning to apply a sales process, sales people struggling to meet increased expectations, and one-person departments where there are no internal support systems for coaching.
This one-day program focuses on management issues (including metrics to evaluate department performance) and the regulatory issues important for the oversight body to understand. It provides practical, usable information that can equip Board Members and Bank Executives for their role and responsibility in Trust oversight. The course is delivered on-site.
The first step in any improvement program is an assessment of the current situation. Understanding your employees’ specific needs is critical if training is to be successful. We tailor our instruction to fill the gap between your team’s current skill level and what’s needed to meet your business goals. By including employees in the process, our needs assessment process helps get employee buy-in to training and skill development as essential to meet individual and company goals.