High Touch Coaching in a High-Tech World

Technology has forever changed the landscape for transacting across all financial services. While there are some who are comfortable buying complex financial products online, most feel the need to talk, meet and trust a banker who is knowledgeable and caring. We call ideal candidates for this role “farmers”. Those who take the time to sow the seeds and care for the plant until it is ready for harvest will lay the groundwork for building a trusting relationship, enabling them to reap years of future sales and referrals to ultimately grow their business.

Does this describe your salespeople? Most banking sales leaders were promoted into their position and may not have the coaching skills necessary to hire and develop their people. In fact, typically less than 5% of leadership teams assessed have the skills to be effective coaches. This workshop will provide a framework to help sales managers deliver high touch coaching to grow relationships and revenue in this high-tech world.

What You Will Learn

  • A fresh new approach to analyzing sales activity data to uncover the real story behind the numbers
  • How to effectively coach the unique motivational factors of the Millennials
  • The 5 Keys to Coaching Toolkit provides participants with a process they can implement and execute right away

Who Should Attend?

Sales managers, sales coaches, CLOs, training managers.