Pipeline Builder Series: Creating Quality Warm Introductions

Post

Referrals from traditional COIs is the primary way most bankers get new business; yet, these sources of referrals represent less than five percent of a banker’s total network. This webinar will provide a number of different strategies for generating quality warm introductions.

Who Should Attend: Relationship Manager, Business Development Officer, Loan Officer, Branch Manager

 

Learning Objectives

  • Learn new ways to generate quality warm introductions
  • Recognize the importance of providing warm introductions
  • Learn several communication strategies to improve both the quality and quantity of warm introductions received

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