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Leverage Your Clients and COIs for Introductions Webinar


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.