Conducting a Hidden Clues Clinic

Jan 10, 2018 11:00am -
Jan 10, 2018 12:00pm

Event Description

A Hidden Clues Clinic teaches your team how to identify specific financial clues from customers and the actions to take based on those clues. We will run through the process of the clinic as well as how to script the related Tag-on and the benefit statement during a banker conversation.


This interactive session will benefit those who lead new account representatives and those who open new accounts.


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Virtual Workshops
Early registration ends on Sep 09, 2017.
Regular registration starts on Sep 10, 2017 and ends on Nov 09, 2017.
Late registration starts on Nov 10, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $295.00$295.00$320.00
Non-Member Fee: $440.00$440.00$465.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00