Event Calendar

Thursday, May 19, 2022

Building a Successful Cross-Selling Platform Webinar

Start Date: 5/19/2022 1:00 PM MDT
End Date: 5/19/2022 2:30 PM MDT

Event Website: https://financialedinc.com/building-a-successful-cross-selling-platform

Organization Name: Independent Bankers of Colorado

Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (720) 607-7937

Cross selling is key to growth and accountholder retention. This hands-on program will explain what cross selling is, what it is not, and why it is a MUST!  You’ll receive tools, step-by-step instructions, and sample scripts that will expand and enhance your cross-selling skills. It is a proven fact that the more products and services accountholders own, the more loyal they become. With competition from both traditional and non-traditional sources increasing at exponential rates, it has never been more important to gain and retain satisfied accountholders. Because of these and other market-driven factors, cross selling must become a top priority. However, cross selling for the wrong reason can do more harm than good!  This webinar will provide tools to empower staff to cross sell effectively and intelligently. From discovery to delivery, you will learn to increase accountholder retention while gaining growth opportunities through favorable referrals.

  • Turn accountholders into your biggest fans – the keys to gaining referrals through cross selling
  • Use the “accountholder advocate” approach to intelligent cross selling
  • Understand accountholder needs and buying preferences
  • Discover the positive impact of effective cross selling on long-term retention
  • Four foundational tools to build a successful cross-selling platform
  • C.L.I.E.N.T. system: easy step-by-step approach to keep cross-selling efforts on track
  • Customizable script template to initiate successful cross-selling conversations
  • Case study to help you determine and deliver personalized solutions
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
This informative session is designed for frontline staff, supervisors, service representatives, and business development personnel.
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NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Tim Tivis, Pinnacle Training Group
Tim Tivis is the founder and CEO of Pinnacle Training Group, which specializes in sales, leadership, business development, and staff performance training. A successful entrepreneur for over 37 years, Tim has established businesses in financial services, data management software, training, and consulting. Tim has developed hundreds of hours of training materials, including three books and six video training series, and has successfully worked with numerous industries, especially banking and financial services. He has written numerous articles, including for the Texas Independent Banker and the Entrepreneurial Exchange. Currently, Tim is an instructor in the Rawls College of Business at Texas Tech University, teaching business development and interpersonal skills development to master’s and undergraduate students.

1. Live Webinar Includes
  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
 2. On-Demand Webinar Includes
  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up
3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

Online Registration

Registration is Closed
Closed: 5/18/2022 3:00 PM

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