Pipeline Builder Series: Building a Disciplined Touch Program

Post

Most commercial lenders and relationship managers don’t have a systematic method for following up with customers and prospects. Because of that, many sales quality opportunities are missed. This webinar will help bankers avoid missing sales opportunities due to inadequate and ineffective follow-up.

Who Should Attend: Chief Credit Officer, Commercial Loan Officer, Business Development Officer, Relationship Manager, Junior Loan Officer

Learning Objectives

  • Learn how to establish an annual marketing rhythm for the touch program
  • Discuss options for setting up distribution lists
  • Explore ways to find and utilize quality content to create value and enduring relationships with quality commercial prospects

Speaker

Ray Adler
Founder, President, & CEO
BTI Growth Advisors
For the past 18 years, Ray Adler has successfully guided over 100 high-performing community, business, and regional banks to improve the sales performance of their lenders and RMs. As founder, president, and CEO of San Diego-based BTI Growth Advisors, Ray and his team have created impressive quantitative and qualitative results for banks through the firm’s consulting, coaching, and training services, all of which focus on bank sales culture development.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.

Register

Click here to register online