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Become Your Clients Primary Banking Consultant - How to Have Necessary & Robust Conversations

In this webinar, RMs will spend time self-evaluating their own approach to stretch past their limitations and fears.

OnDemand
Recorded Thursday,
March 31st, 2022
Presented by Dan Fischer
1h 30m total length
2 CEU Credits
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Management/Employee Development
  • Sales
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Human Resources Officer
  • Marketing Officer/Business Development
  • Mortgage Lender
  • New Accounts Representative
  • Private Banker
  • Senior Management
  • Small Business Lender
  • Trainer

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Do you care so much about doing the right thing for your clients that you are willing to ask the tough questions in order to help the prospect or client make the right decision? Assertive, (not aggressive) relationship managers win more business than others because they are willing to have difficult conversations and ask challenging questions. In this webinar, RMs will spend time self-evaluating their own approach to stretch past their limitations and fears.

What You'll Learn

  • Understand the characteristics of a consultative seller
  • Learn a 4-step process to help drive robust and assertive conversations with clients
  • Gain a series of consultative questions to adapt and use in your toolbox

Who Should Attend

Bank CEOs, Presidents, HR Directors, Sales Directors, LOB Leaders & Training Heads.

Dan Fischer

Instructor Bio

Dan Fischer, Sales Development Expert, has 28 years of financial sales and sales management experience working in the banking and insurance industries. During that time, he has developed a life-long passion for coaching along with an understanding of how to motivate salespeople. Using all the many tools and techniques from his past experience, Dan is focused on helping salespeople and sales leaders become top quartile in their efforts. When he is not at work, Dan can usually be found with his wife of 33 years and family. Dan’s “Why” gets him up every morning… “to inspire, motivate and have a positive impact on people through my passion to help them achieve beyond what they imagined.”


For 27 years, Anthony Cole Training Group has been helping banks and other financial service organizations close their sales opportunity gap by helping them sell better, coach better and hire better. Our Mission: Grow People, Grow Organizations.

Continuing Education Credit Information

Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.

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