Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation
Iowa Bankers Association
8800 NW 62nd Avenue
Johnston, IA 50131
Toll-Free: 800-532-1423
Local: 515-286-4300
Fax: 515-280-4140

Event Detail

Event Description

Preparing for First Meetings:How to Stand Out Online Seminar

October 19, 2020
1:30 - 2:30 p.m.

Price: $225

What is the best way to prepare for the initial call on a business prospect?  In this webinar you’ll receive practical information on how to plan for an effective first meeting, one that’s going to help you build momentum and secure a second meeting, whether it’s in person or virtual.

Topics covered include:

  • The mistakes that bankers can’t afford to make in preparing for a prospect call
  • Considerations for virtual calls on prospects
  • Establishing objectives
  • Thinking through your value proposition
  • Tools you can use to learn more about the prospect’s industry
  • Why you need to leverage LinkedIn in researching your prospect
  • How to develop questions to uncover your prospect's needs
  • The benefits of joint calling
  • Strategizing about where you want to end the first call

Target Audience: Commercial and Business Bankers, Branch Managers, specialists in areas like Treasury Management and Wealth Management who are calling on businesses and professionals and their Sales Managers


Online Seminar (10/19/20 1:30 - 2:30 p.m.)

Online Registration

promo 3

Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

learn more
promo 2

Iowa Bankers Insurance & Services (IBIS) offers Iowa banks a full line of insurance products.

learn more