Proven Steps to Successful Business Development: Defining Prospects, Engagement Scripts, Overcomin

Aug 23, 2017 03:00pm -
Aug 23, 2017 04:30pm

Event Description

As competition for valued customers continues to surge, it has become more evident that banks must establish a strong footprint in the communities they serve.  Recent findings have proven that to remain relevant and thrive, banks must be more proactive and fluent in presenting their unique story.  Generating increasing profit will be determined by the commitment and ability to successfully take your message to the streets!  Discover a thirty-year proven approach to turning business development opportunities into loyal, lifelong customers!


  • Prospect smart:  the difference between a suspect, prospect, and customer, and the best approach to gain new business
  • The Prospect to Customer System:  five key components 
  • Key ingredients to building your community bank’s personal story
  • How to influence the variables and manage the controlled input in the business-development process
  • The exponential value of measuring performance

Take-Away Toolkit:

  • Templates to create personal, conversational scripts for every component of the process
  • Sample tracking report to measure and monitor activity
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key


Attendance verification for CE credits provided upon request.

Who Should Attend?

This session is for any staff member responsible for developing and securing new business, with an emphasis on identifying opportunities outside the bank.


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

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Jul 18, 2017.
Regular registration starts on Jul 19, 2017 and ends on Aug 23, 2017.
Late registration starts on Aug 24, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00