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Leverage Your Clients and COIs for Introductions

Do you need an effective, easy and repeatable process for turning your current, happy clients into your personal advocates for building new relationships?

OnDemand
Recorded Friday,
May 27th, 2022
Presented by Dan Fischer
1h 30m total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Management/Employee Development
  • Sales
  • Sales & Marketing
  • 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 need an effective, easy and repeatable process for turning your current, happy clients into your personal advocates for building new relationships? This one practice, when done effectively, will have more impact on your business than any other prospecting strategy. Successful bankers consistently ask for introductions. It is part of their prospecting routine. However, many relationship managers are hesitant or uncomfortable asking their clients for introductions.

Covered Topics

  • Achieve the "ask for introductions" attitude
  • Learn how to implement a proven 5-step process to help you be more comfortable and systematic in your approach
  • Learn actual "getting introductions" language to use and customize on client calls

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.