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Sales Meeting Express for Credit Unions, Banks and Lenders

Sales teams need regular retraining of sales skills and a shot of motivation to continually stay on top of their game. There are two primary reasons why managers don’t do sales meetings: they don’t have time to prepare and/or they don’t know what to talk about that will inspire and train their team.
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Ready-Made Sales Agendas for Financial Managers

Sales Meeting Express for the financial industry addresses both of those problems by giving the manager a comprehensive sales meeting agenda so they do not have the headache of coming up with a topic or the time it takes to build a meeting. Sales Meeting Express Agendas include:

  • A comprehensive agenda that addresses a specific sales skill
  • Breakout exercises to encourage participation
  • A specific objective or outcome of the meeting to help the manager stay focused on what is important
  • Timing estimates to help the manager stay on time
  • Facilitator scripting where necessary so the manager can clearly communicate a specific skill
  • Coaching notes so the manager always has the right answer or practical suggestions
  • All the necessary handouts needed to run a professional meeting as well as a list of what props or training aids will be required
Pay Annual Subscription and Access All Agendas

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Toll Free in North America: (888) 755-7757

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1210 Summit Dr 132 230, Kamloops, British Columbia, Canada

What Our Clients Say About Us

I’m a typically pessimistic person, but this course has really opened my eyes to a world of new opportunity…and it was always right there. I’m excited to make this work when I get back and am optimistic it will be the start of great change.
Mountain View Credit Union
Chris is an adept & skillful presenter who is able to engage a room. His training process and how it connects together is brilliant, & gets the buy-in from participants as each step of the way.
Participant – Valley Credit Union
After our implementation of FUSION we have seen a fantastic change in our numbers. In 2013 we experienced one of the best years in a long time. And 2014 is shaping up for us to exceed our profitability by a fantastic margin. We have seen growth in all areas these past two years. We are in fact achieving the success we had hoped for.
Tom Saulnier – Omista Credit Union
People are a company’s only long term sustainable competitive advantage so train them right and treat them right.
Uve Knaak Canadian Western Bank
I feel after my sessions with Warren I have better ways of asking for business and uncovering future business potential. These tools have assisted me thus far and now I have more to increase my service to the member with increased value.
Community First CU FSR
This is a course that every sales oriented company should provide for their employees. Especially in this day & age where texting and electronics are taking over. Uncovering the member’s needs is crucial. Great job.
Community First CU MSR

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