Skip Nav

Financial Institution Business Development Workshop -2 Part Webinar

March 25, 2025 10:00 am - 11:30 am
March 28, 2025 10:00 am - 11:30 am
Register

This event will include breakout rooms where you will get the opportunity to collaborate with peers, as well as our industry expert, Tim Tivis. Space is limited to 30 participants for a high-value learning experience, so register today!

Our comprehensive two-class, four-session workshop is designed to help you uncover your unique strengths, develop essential skills, and execute a winning strategy for banking business development success. Don’t miss this opportunity to emerge stronger, more skilled, and ready to excel in your business development journey. Register now and take the first step towards unlocking your full potential!

Financial Institution Business Development Workshop – Part 1
March 25, 2025 | 10:00 am – 11:30 am CDT

Emerge and Develop

Session 1: Interpersonal Skills DevelopmentDive deep into understanding your personal approach to buying and selling. Explore the latest marketing trends in banking and learn how to leverage a positive brand image through real examples.

Session 2: Business Development Fundamentals Master the art of business development with our proven techniques:

  • Understand your prospects’ needs and wants
  • Identify trigger points with the “Chameleon Effect” to tee up winning conversations
  • Implement the Prospect to Customer System. Prospect smarter not harder
  • Learn the Eight Steps to Successful Business Development. Experience exponential growth!

Financial Institution Business Development Workshop – Part 2
March 28, 2025 | 10:00 am – 11:30 am CDT

Grow and Execute

Session 3: Role Play and Case Scenario Study

  • Put your newly acquired skills to the test with hands-on role-playing exercises
  • Present your solutions to personalized real-world scenarios to improve presentation skills

Session 4: Managing a Productive Day

Transform busy days into highly productive ones with our proven system:

  • Optimize your schedule with three essential time blocks
  • Establish a “Productive Day” routine
  • Achieve consistent results, one day at a time

What You’ll Learn

  • Gain deep insights into your personal motivations and decision-making processes
  • Develop interpersonal skills to effectively reach your target market
  • Master business development techniques to grow your market share exponentially
  • Learn to operate efficiently and maximize daily productivity

Who Should Attend
This workshop is ideal for emerging leaders, business development officers, and lenders, or any other role which relates to business development and customer acquisition and relationship management.