The methods for acquiring credit union members are changing at a rapid pace. Because of technology, delivery of services is shifting to a more mobile approach. No longer can successful credit unions sit idle and wait for members to come through the door. To sustain long-term growth, a proactive “go out and get ’em” approach must be taken. Now more than ever, it is critical to take your message to the streets. This webinar is designed to help you engage in a powerful process that identifies and helps turn potential prospects into loyal members!
Define your end game: who are your prospects and where are they
The Prospect to Member System: specifics on five key areas of business development
Proven, conversational scripts to use from the initial call, to asking for action, to gaining referrals
The six “Rs” for successful closing
How to influence the variables and manage what is controllable for effective results
The incredible value of measuring performance from the success of others
Effective, conversational scripts to present your compelling story
An effective tool to help track and monitor prospecting activity
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
WHO SHOULD ATTEND?
This informative session will benefit staff responsible for business development in an outside sales capacity.
ABOUT THE PRESENTER – Tim Tivis, Pinnacle Training Group
Tim Tivis is the CEO of Pinnacle Training Group, which specializes in sales, leadership, staff development, and performance training. With 28 years of business development experience, he has created businesses in financial services, organizational software, and training and consulting.
Tim has received numerous sales and business awards and was the youngest president of The General Agents and Managers Association of West Texas. In addition, Tim has authored two books, Keep Your Eye on the Ball, Building Successful Business Relationships and The Extraordinary Team Dynamic. Tim has worked with banks, credit unions, financial services providers, hospitals, school districts, and numerous entrepreneurs around the country.
PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar? The ON-DEMAND WEB LINK** is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date. But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.
NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM
TIME: 3:00 p.m. - 4:30 p.m.
To register and pay by check, email Mary Zelinsky at firstname.lastname@example.org and your credit union will be invoiced. To register and pay online, click here.