From Prospect to Customer: 
Skills & Tools for Successful Business Development
Thursday, July 25, 2019
3:00 pm – 4:30 pm Eastern

The way banks gain new customers is changing.  Technology and new industries have entered the marketplace and are searching for methods to gain banking customers – including yours!   Because of this trend, community banks cannot afford to take a wait-and-see attitude with business development.  To sustain long-term growth, a proactive “go out and get ’em” approach must be taken to lead customers to your door.  This webinar will give you a competitive edge through a 30-year proven system to identify and turn prospects into loyal, satisfied customers!

Highlights:

• Blueprint and tools for a successful business development foundation
• The Prospect to Customer System:  five key components for turning a prospect into a customer 
• Trigger points:  identifying how prospects like to buy and how to influence their decision in your favor
• The exponential value of measuring performance

Take-Away Toolkit:

o Templates to create personal, conversational scripts for every component of the process
o Sample tracking report to measure and monitor activity
o Employee training log
o NEW – Interactive quiz

Who Should Attend?

This informative session will benefit staff responsible for outside business development and customer acquisition.

Speaker

Tim Tivis, Pinnacle Training Group

Tim Tivis is the CEO of Pinnacle Training Group, which specializes in sales, leadership, staff development, and performance training. With 30 years of business development experience, he has created businesses in financial services, organizational software, and training and consulting. 

Tim has received numerous sales and business awards and was the youngest president of The General Agents and Managers Association of West Texas.  In addition, Tim has authored three books, “Keep Your Eye on the Ball, Building Successful Business Relationships” “The Extraordinary Team Dynamic;” and “Unleash Your Entrepreneur Factor.”  Tim has worked with banks, credit unions, financial services providers, hospitals, school districts, and numerous entrepreneurs around the country.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.