Engaging Prospects: How to Leverage Your Resources  - Fa20

Course Length
60 mins

Ned Miller


Upcoming Sessions


Presenters: Ned Miller, Third Act Consulting and Joe Micallef, Grow Up Sales Consulting

This 60-minute program will be presented live on: October 5, 1:30-2:30 p.m. Central Time
Recording available through: January 5, 2021
Price: $225


Are you looking for help getting in the door with prospects? In this webinar you’ll receive practical information on the referral strategies that high-performing bankers are using to schedule first (and second) meetings with targeted prospects and techniques that successful prospectors are using today when they don’t have a warm lead.

  • What’s different for prospectors today
  • Referrals from satisfied clients, your business network and COIs…where to start
  • When to ask and how to ask your network for referrals
  • It’s about value
  • What to do if you don’t have a warm lead
  • LinkedIn as a door opener
  • Evolving email strategies
  • Being persistent without becoming a pest

Target Audience: Commercial and business bankers, branch managers, specialists in areas like Treasury management and wealth management who are calling on businesses and professionals and their sales managers

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