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Proactive Relationship Banking
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Proactive Relationship Banking teaches the core elements of proactive sales and service. The program focuses on bringing in more profitable sales from current clients, generating referrals, developing new relationships, and servicing and retaining existing clients. It teaches a user-friendly, proven technique for quickly discovering unmet or undermet client needs, then making appropriate recommendations and closing the sale.
A few program highlights include:
- The Cohen Brown Financial Physician Model of ethical selling and servicing enables bankers to become creative problem solvers for their clients
- Six key proven sales techniques that enable bankers to proactively maximize all sales opportunities
- The Mini-Financial Needs Analysis Profile (Mini-FiNAP) is a highly effective process for identifying financial needs in less than two minutes
To contact us for more information, click here.
Click here for a video clip on the Mini-FiNAP. |
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