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Sales Training Support & Follow-up for the Financial Industry

We understand that regardless of how great training is, it will only be successful when the participants put the skills to use. To support that goal Fusion Performance Group has developed a suite of products and services design to help financial industry staff take the skills from the classroom and convert them into habits in the credit union or bank branch.

Course Description Duration Cost
Sales Meeting Express

Paint by number agendas give the manager the edge they need to run professional sales skill development meetings for the financial industry. Access to over 250 sales meeting agendas organized and easily searched by keyword and / or topic. Learn more


sales meeting express for credit unions

In-Branch Consulting

Very hands on and highly practical. Have an expert from Fusion work in-branch, alongside your managers and staff to provide them with concrete coaching suggestions that will provide a more cohesive experience for your clients and increase sales in your branch. Learn more

As Needed sales training consulting for credit unions
Teleconference or Online Live Remote Coaching

Provide credit union and bank managers with mini sales and sales management coaching sessions that will educate and motivate them as they continually work to inspire their team to greater levels of sales success. Learn more

30-60 Minutes sales training and support for credit unions