Client Conversations 2

Creating a quality experience with each touch requires a focus on the financial needs of each client. This Playbook links the questioning process learned in the Client Conversations 1 Playbook to benefit-oriented dialogue based on several client situations. Ample practice and skill drill opportunities are built into Client Conversations 2, which also addresses responding to client concerns and objections without scripting, memorization or manipulation.


  • Branch Managers, Personal Bankers/Universal Bankers, and others that open new accounts

Time Frame:

  • One-day classroom module


  • Client Conversations 1

Tools and Job Aids:

  • Retail Client Conversation Observation Guide
  • Inbound Telephone Conversation Observation Guide
  • Client Conversations 2 Coaching Job Aid

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

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Call for my weekly sales thought:
Jack Hubbard
Chief Experience Officer

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