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In-Branch Sales Consulting for the Financial Services Industry

Classroom training is a great start, but it is not enough to get your team to consistently perform at the levels you expect. The most practical way to follow up on training that will make a maximal impact on your team is to have Fusion conduct an in-branch follow up and coaching session. We can reinforce the skills that were trained with valuable coaching tips that relate to the challenges and opportunities specific to the credit union or bank branch.

A typical visit would incorporate any number of the following activities:

  •     One on one coaching the sales team
  •     Modeling appropriate sales behaviour
  •     Role-playing different sales scenarios
  •     Coaching the sales team while the coach observes
  •     Co-coaching a sales person with the coach
  •     Observing the manager coach a sales person and then coaching the coach
  •     Conducting sales meetings