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Cohen Brown's Business Solutions provide financial services professionals serving business, commercial or wholesale markets with specific skills for increasing new client acquisition, desired retention and bottom-line results. Examples of Business Solutions from our video-based library include:
Breakthrough B2B Banking
Breakthrough B2B Banking is designed to increase profitable
revenue by elevating the sales and relationship management skills
of anyone working the business-to-business market. The program
teaches a comprehensive model covering all phases of client
acquisition, relationship management and retention, including
conducting a comprehensive needs analysis, providing proactive
value-added advice, closing sales and obtaining referrals. A
few program highlights:
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The
Relationship Management and Prospecting Process - An end-to-end
process that can be utilized with prospects and clients
on the phone, in person, or during any other form of communication. |
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Differentiation
- advanced scriptwriting techniques for distinguishing
bankers and their organizations. |
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The
Business Financial Needs Analysis Profile® - a comprehensive
methodology for identifying and satisfying all of a company's
diversified financial needs. |
Proactive Relationship Banking for Small Business
Proactive Relationship Banking for Small Business teaches bankers servicing the small business segment how to improve their performance and sales results by providing proactive service, increasing account penetration, increasing desired retention and prospecting new accounts. The program teaches all aspects of the three-step sales cycle: creating an interest, overcoming objections and consultatively closing, and provides a proven process for identifying the business and personal financial needs of a small business owner. A few program highlights:
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Financial
Concept Management - Providing clients with superior service
by training financial consultants to go beyond mere product
and service management to become creative, problem-solving
thinkers in all areas of small-business financial management. |
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Scriptwriting
and Objections Clinics - A unique method for teaching financial
consultants how to communicate clearly and effectively
in all client/prospect situations. |
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Appointments
- A nine-step model designed to increase close ratios
by teaching every phase of successful client/prospect
appointments, whether in person or by telephone. | | | |
