Ready-To-Use Training

Overcome bankers’ hesitance. Build their small business competence, confidence, and conversation skills.  Accelerate small business relationships.

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Talking Business with Small Business®:
Business acumen and sales, conducting more effective, productive business sales calls based on deeper understanding of business cash flow and small business loan, deposit, and cash management products.
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Big Picture Conversations®:
Understanding the activities and relationships in a business owner’s environment and cash cycle in order to have confident, competent conversations.
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The Way Forward
Conversations during or after public health challenges, natural disasters, or other disruptions. Identify business owner concerns and needs. Offer bank services and network capabilities to help. Be a guide. Be a resource.
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Building Bridges: Capturing Mixed Small Business Households:
For branch managers and small business bankers, learning how to bridge consumer and small business sales conversations, cross sell more, and increase relationship profitability.
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No more…fear:
Developing knowledge, networks, and new ideas to confidently engage business owners and address their challenges.
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Building Networks That Feed Us®:
Meeting more people: New disciplines and skills to expand community connections strategically and increase referral flow.
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Conversations with Clients:
Coaching consumers and individuals to clarify their goals and financial needs. Connect, access, recommend, and expand conversation to ensure they’re using the right financial tools when they need them.
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Try to learn something about everything and everything about something.
- THOMAS HUXLEY

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