Proactive Teleconversations

Reaching out to clients to create a quality client experience with each interaction requires focusing on the client’s changing financial needs. Proactive Teleconversations links the questioning process learned in the Client Conversations 1 Playbook to proactive, client-need based situations. Ample practice and skill drill opportunities are built into this fast-paced workshop that also deals with client concerns and objections without scripting or memorization.Reaching out to clients to create a quality client experience with each interaction requires focusing on the client’s changing financial needs. Proactive Teleconversations links the questioning process learned in the Client Conversations 1 Playbook to proactive, client-need based situations. Ample practice and skill drill opportunities are built into this fast-paced workshop that also deals with client concerns and objections without scripting or memorization.

Audience:

  • Branch Managers, Personal Bankers/Universal Bankers and others who proactively contact clients by telephone

Time Frame:

  • One-day classroom module

Prerequisites:

  • Client Conversations 1 & 2

Tools and Job Aids:

  • Proactive Telephone Call Plan
  • Client Relationship Notes Template
  • Proactive Telephone Call Observation Guide
  • Proactive Teleconversations Coaching Job Aid

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Dana Perkins
Executive Vice-President – Sales and Consulting
816-434-5543

 

 

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