Workshops & Presentations

Prepare Your Team For Success

Our workshops and presentations are designed to engage your team. You’ll receive interactive programs with take-aways that can be implemented immediately. This is real-world learning that will get your team energized, focused and on track for hitting and surpassing their goals.  Ask about our proven “Get-Results” Formula.

The following workshops are among our most popular. If you do not see what you’re looking for, please ask us how we can help you.

Creating A World-Class Sales Culture

Don’t be thrown off by the words “Sales Culture.” What we are referring to is a highly engaged internal culture that values the relationship with your customers and your community. Learn the top 7 things that every management team must do to fully engage and develop their talent while providing the highest level of customer connectivity and loyalty.

Best Audience: Business Line Leaders, Branch Managers, Regional Managers and Executive Teams

Time Management For Busy Professionals

Do you find that it’s hard to get everything done that you need to do in a day? Are you fighting an ongoing tidal way of “to-do” items and never feeling like you have control? Do you wish you could accomplish the important things and not feel stressed out?

In this session, you’ll get  proven strategies to get control of your day and your time. No more putting out fires, it’s time to create a day where you can get things done without working harder or longer. You’ll learn how to shift the way you manage your time to create new habits which will get you results and have you more relaxed and successful in the process.

Best Audience: All staff

Creating Win-Win Communication with Distressed Borrowers

How do you handle delicate situations with distressed borrowers and still have them singing you praises? In this workshop, we’ll examine effective communication strategies for addressing tough situations. Participants will learn three things they must do to effectively communicate, as well as what to do in each stage of dealing with a distressed borrower. In addition, you’ll learn the best questions to ask your borrower to gain, build cooperation and get a successful resolution.

Best Audience: Loan Officers

Goal Achievement For Success

Want to get your team committed, disciplined and motivated to take on new challenges? This is not your typical goal planning workshop. Learn a step-by-step process to turn goal setting into goal achievement. This is a proven system that will have your team equipped to overcome their obstacles and hit all of their goals, each and every time.

Best Audience: All staff

Creating A Prospecting System

Prospecting is the lifeblood of any sales and marketing effort. Yet most loan officers operate without any proactive system or process. Instead, it’s often the “Howdy Doody” approach of dropping in on customers and prospects. Energize your team and equip with the tools and strategies to effectively prospect and grow their portfolios.

Best Audience: Loan Officers

Networking Like Your Business Depends On It

There is a big difference between networking and effective networking. Whether it’s attending a cattle show or after-hours chambers event, learn what to do before, during and after a networking event to leverage opportunities and move the sales process forward. You’ll learn the common mistakes of most loan officers and how to overcome them.

Best Audience: Loan Officers (Although associations have done with their Admin Staff)

Double Your Referrals In 90 Days

How do you create a steady stream of referrals from customers and influencers, without asking for them? Learn the number one mistake that loan officers make and how to build a powerful referral-generating process.

Best Audience: Loan Officers

Increasing Sales In A Sluggish Economy

In this workshop, participants will learn the five things they can do immediately to get results in any market and in any economy.

Best Audience: Loan Officers

Six Secrets of Top Loan Officers

What is it that makes one loan officer average and another the best at what he does? Learn the six secrets of top producers and specific strategies to go from good to great. In this program, participants will learn the subtle but significant differences in the actions, behaviors and habits of top performers.

Best Audience: Loan Officers

Presentations For Success

Learn how to develop, write and present like a pro. In this program, participants will not only learn what to do and what to avoid, they will get hands-on experience. This is a two-part series. After learning what to do and how to do it effectively, participants will be video recorded and critiqued to provide invaluable feedback on their  performance.

Best Audience: Loan Officers and Management Teams

Mentoring & Coaching Best Practices

In this program, participants will learn how to mentor and coach their team for the best results. Participants will look at the different stages of mentoring and what needs to be done in each one. In addition, the most common pitfalls and how to overcome them will be addressed.

Best Audience: Business Line Leaders, Branch Managers, Regional Managers and Executive Teams