Banking professionals spend the majority of their day communicating, yet very few truly connect with the referral partners and borrowers who drive their business. In this one hour webinar, we’ll dig into John Maxwell’s connection principles and translate them into practical, field-tested strategies for loan officers and lending teams. You’ll learn why connecting is about others and not about you, how to find common ground with realtors, CPAs, and borrowers in the first few minutes of a conversation, and how to communicate with the kind of energy and intentionality that makes people want to do business with you again and again.
Attendees will walk away with specific techniques they can put to work immediately, including how to simplify their message so borrowers actually understand their options, how to create memorable experiences that turn one-time transactions into long-term relationships, and how to build the trust and credibility that keeps referral partners sending business your way. Whether you’re a seasoned originator or newer to the industry, this session will challenge you to move beyond simply communicating and start genuinely connecting.
What You’ll Learn
- Why communicating and connecting are not the same thing, and what separates top producers from the rest
- How to make every conversation about the borrower or referral partner instead of about you
- Practical ways to find common ground quickly with realtors, CPAs, and prospective borrowers
- How to simplify your message so borrowers clearly understand their options and trust your guidance
- Techniques for creating memorable experiences that turn one-time transactions into repeat and referral business
- How to bring energy and intentionality to your communication so partners want to keep sending business your way
Who Should Attend
Loan officers, branch managers, and lending team leaders at banks and credit unions who are ready to move beyond surface-level communication and build the kind of connections that drive repeat and referral business.