For Bankers, LOB Leaders and Sales Executives: The Guide to Building Your Business Work Plan for 2018

The problem with most ‘business plans’ is that you spend a great deal of time creating them, and once complete, they are shoved into a binder somewhere. What most Relationship Managers really need is a living, working sales plan. This webinar on The Guide to Building Your Business Work Plan will give you just that. It provides you with a working template that contains the essential components for banks and credit unions to customize to build your own sales success workplan. It is designed to help you identify, address and overcome sales obstacles so that you can reach your goals for acquiring and deepening client relationships.


This one-hour webinar will help RMs and their Leaders:

  • Develop a personal and business workplan that will help drive desire and commitment for extraordinary success in sales, both individually and as a team
  • Establish and connect individual personal goals with business goals
  • Utilize a template to implement a disciplined process to stay on track and focused on the priority drivers of business

Who Should Attend?

Salespeople, LOB leaders and sales executives in all lines of business, tellers, supervisors and trainers will all benefit by this webinar.