User login

Webinar: From Prospect to Member: Skills & Tools for Successful Business Development

The methods for acquiring credit union members are changing at a rapid pace. Because of technology, delivery of services is shifting to a more mobile approach. No longer can successful credit unions sit idle and wait for members to come through the door. To sustain long-term growth, a proactive “go out and get ’em” approach must be taken. Now more than ever, it is critical to take your message to the streets. This webinar is designed to help you engage in a powerful process that identifies and helps turn potential prospects into loyal members!

HIGHLIGHTS

  • Define your end game:  who are your prospects and where are they
  • The Prospect to Member System:  specifics on five key areas of business development
  • Proven, conversational scripts to use from the initial call, to asking for action, to gaining referrals
  • The six “Rs” for successful closing
  • How to influence the variables and manage what is controllable for effective results
  • The incredible value of measuring performance from the success of others

 

  • TAKE-AWAY TOOLKIT
    • Effective, conversational scripts to present your compelling story
    • An effective tool to help track and monitor prospecting activity
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

            Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session will benefit staff responsible for business development in an outside sales capacity.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Tim Tivis, Pinnacle Training Group

Tim Tivis is the CEO of Pinnacle Training Group, which specializes in sales, leadership, staff development, and performance training. With 28 years of business development experience, he has created businesses in financial services, organizational software, and training and consulting.

Tim has received numerous sales and business awards and was the youngest president of The General Agents and Managers Association of West Texas.  In addition, Tim has authored two books, Keep Your Eye on the Ball, Building Successful Business Relationships and The Extraordinary Team Dynamic.  Tim has worked with banks, credit unions, financial services providers, hospitals, school districts, and numerous entrepreneurs around the country.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1.  LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

 

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association.   Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

October 2nd, 2013 2:00 PM   through   3:30 PM

Event Info

When

October 2nd, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Webinar: From Prospect to Member: Skills & Tools for Successful Business Development


You can also share the below link in an email or on your website.
https://www.mcua.org/civicrm/event/info?id=408&reset=1&cid=0