Retail Archives - Wisconsin Bankers Association

FLEX Retail & Marketing Summit

Join WBA and your fellow Retail, Sales, and Marketing peers from across Wisconsin for the gathering of the WBA FLEX Retail & Marketing Summit! The Summit will kickoff on November 15 at 9:30 a.m. and adjourn at Noon on November 16.

Bank Member Registration:

The registration fee is $350 for the first attendee. Additional attendees from your bank can register for $300/attendee.

Registration includes networking meals and breaks, general sessions, breakout sessions, and access to the conference mobile app. Day Two Only Registration is $100/per attendee. *To receive the published discount, you must register everyone at the same time.

Associate Member Registration:

Associate Members are encouraged to send their staff as well! The same registration fee is available to WBA Associate Members.

Interested in upgrading your presence? Register to be a conference sponsor to receive additional benefits and conference recognition!

This Conference is for your Retail Bankers, Sales/Marketing Bankers, and Financial Literacy Bankers.

WBA Associate Members can register to exhibit at the conference ($600/booth including 2 attendees; $250/additional booth attendee) or register as a non-exhibiting conference attendee ($350/attendee).

Visit the Information for Exhibitors/Sponsors page for more details on exhibit and sponsor opportunities! Please contact WBA’s Nick Loppnow for more information.

Non-members are welcome to register to exhibit at the conference at the non-member rates ($1,000/booth including 2 attendees; $250/additional booth attendee)

Interested in upgrading your presence? Register to be a conference sponsor to receive additional benefits and conference recognition!

March 28, 2023/by Miranda Gustafson

Commercial Lending, Marketing / Sales, Mortgage Lending, Webinar Commercial Lending, GSB, Mortgage Lending, Retail, Retail Banking, Sales

GSB – Prospecting: Get More Meetings with the Prospects You Want

Wouldn’t it be great if new customers walked into the branch or called your bank every day? Unfortunately, no amount of clever marketing can make that consistently happen, unless you were promoting the lowest loan rates in town and we know that’s not sustainable.

Successful bankers proactively outreach to new customers and seek meetings with them to explore new business opportunities. They know who they want to meet and proactively encourage them to share their financial needs, challenges and goals.

Gaining meetings with prospects does not need to be a difficult or scary task. By creating highly motivational prospecting scripts, or by confidently asking for referrals, you will be filling your calendar with new customer meetings in no time.

During this insightful webinar, Joe Micallef will share his successful strategies and scripts for consistently gaining more meetings with the prospects you want.

This 90-minute presentation will cover the following areas/topics:

How to Create a Meaningful Target (Prospect) List
How to Motivate Targets (Prospects) to Meet You
Develop an Effective Prospecting Cadence (Habit)
Build Committed Relationships with Referral Partners
How to Consistently Gain Referrals

Target Audience: Commercial bankers, mortgage lenders, financial planners, retail officers

Presenter: Joe Micallef, Grow Up Sales Consulting

Registration Option: Live presentation $330

Recording available through January 9, 2024

August 26, 2022/by Katie Reiser

Commercial Lending, Marketing / Sales, Mortgage Lending, Webinar Commercial Lending, GSB, Mortgage Lending, Retail, Retail Banking, Sales

GSB – Prospecting: Win More Business at the Price You Want

Many bankers struggle to close new business opportunities because they have become too transaction focused and lose to competitors with better rates.

Warren Buffett famously said, “Price is what you pay, Value is what you get”.

In the absence of value there is only price. Accordingly, it’s becoming increasingly important to demonstrate greater value to your prospects so you can win more business at the price you want.

Remember, you are not trying to close a transaction, you are opening a relationship. Position yourself as the only finance partner your prospect will ever need.

During this insightful webinar, Joe Micallef will help you better demonstrate your incredible value and build holistic relationships. He will also share highly effective closing techniques and objection response strategies so you can win more business at the price you want.

This presentation will cover the following areas/topics:
• Understanding Your Unique Value Proposition
• How to be the Only Finance Partner your Prospects will ever need
• Effective Closing & Follow Up Techniques
• Understanding & Avoiding Objections
• Powerful Objection Response Strategies
• Smarter Pipeline Management & Conversion

Target Audience: Commercial bankers, mortgage lenders, financial planners, retail officers

Presenter: Joe Micallef, Grow Up Sales Consulting

Registration Option: Live presentation $330

Recording available through January 23, 2024

August 26, 2022/by Katie Reiser

Commercial Lending, Marketing / Sales, Mortgage Lending, Webinar Commercial Lending, GSB, Mortgage Lending, Retail, Retail Banking, Sales

GSB – Prospecting: Develop a Winning Strategy and Activity Plan

Every year bankers set specific goals and develop strategies to achieve them. They usually project modest growth and generally commit to doing the same business development activity. But if you do what you have always done you won’t get the same results because the market has changed.

Over the past two years the pandemic and historic low interest rates drove new customers to our bank. But as we emerge from the pandemic, bankers must learn to confidently and proactively seek new opportunities in a new business environment.

What if there was a way to more easily achieve your goals year after year? Imagine setting more lofty goals every year and having an infallible action plan that guaranteed success.

For 30 years, Joe Micallef has developed winning business development strategies and action plans that have consistently produced record annual growth for his team and his bank. During this insightful webinar Joe will share a simple prospecting strategy that will help you more effectively achieve your bank and personal goals.

This presentation will cover the following areas/topics:

• Understand WHY You Win or Fail
• How to Build Greater Sales Confidence
• How to Create a Winning Sales Strategy
• Know What Makes You Successful – Your Value Proposition
• Identify Key Prospecting Activities
• Create Your P.L.A.N. for Success

Target Audience: Commercial bankers, mortgage lenders, financial planners, retail officers

Presenter: Joe Micallef, Grow Up Sales Consulting

Registration Option: Live presentation $330

Recording available through January 2, 2024

August 26, 2022/by Katie Reiser

Archive for: Retail

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