Events

Typically, rate is always an issue but skilled lenders and relationship managers know how to navigate a discussion with a client or prospect so that rate is less of an issue. With fed rates rising and our continued challenging business environment, bankers need to be skilled at asking the right questions and uncovering potential issues and problems so that rate is not a surprise or a negotiating struggle. They must be excellent at consultative selling and positioning their value, which will minimize their need to negotiate rates.

What You’ll Learn

  • How to sustain your bank business objectives of pursuing profit as well as volume
  • How to identify the Sales DNA needed to effectively position value and support negotiation skills
  • A consultative approach that will help lenders begin to “negotiate” the potential sale early in the process
  • How mastering these consultative strategies will eliminate prospect “think it overs” and bloated pipelines

Who Should Attend
For sales leaders, relationship managers, lenders, business development, trainers, and branch managers.

Instructor Bio
Dan Fischer, sales development expert, has 28 years of financial sales and sales management experience working in the banking and insurance industries. During that time, he has developed a life-long passion for coaching along with an understanding of how to motivate salespeople. Using all the many tools and techniques from his past experience, Fischer is focused on helping salespeople and sales leaders become top quartile in their efforts. When he is not at work, Fischer can usually be found with his wife of 33 years and family. Fischer’s “Why” gets him up every morning… “to inspire, motivate and have a positive impact on people through my passion to help them achieve beyond what they imagined.”

For 27 years, Anthony Cole Training Group has been helping banks and other financial service organizations close their sales opportunity gap by helping them sell better, coach better and hire better. Our Mission: Grow People, Grow Organizations.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $179

  • Available Upgrades:
    • 12 Months OnDemand Playback + $70
    • 12 Months OnDemand Playback + CD + $100
    • Additional Live Access + $50 per person

Join WBA and your fellow Retail, Sales, and Marketing peers from across Wisconsin for the gathering of the WBA LEAD360 Conference! The Conference will kickoff on November 16 at 9:30 a.m. and adjourn at Noon on November 17. 

Bank Member Registration: The registration fee is $350 for first attendee. Each additional attendee from your bank is $300 each additional attendee in-person*.

  • 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!
  • Click on the Speakers and Agenda tabs for more information.  This Conference is for your Retail Bankers, Sales/Marketing Bankers, and Financial Literacy Bankers.

Associate Member & Exhibitor Registration Information:

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).

Please contact WBA’s Nick Loppnow at 608-441-1259 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!

Building Customer Relationships guides students through the strategies for earning customer loyalty, value-added sales and marketing, and creating and maintaining strong bank customer and partner relationships. It builds the critical relationship management skills so essential to successful banking careers.

Audience: Anyone who needs an introduction to banking, whether just starting a career or a more experienced professional from a different industry.

Price: $215

Building Customer Relationships guides students through the strategies for earning customer loyalty, value-added sales and marketing, and creating and maintaining strong bank customer and partner relationships. It builds the critical relationship management skills so essential to successful banking careers.

Audience: Anyone who needs an introduction to banking, whether just starting a career or a more experienced professional from a different industry.

Price: $215

Building Customer Relationships guides students through the strategies for earning customer loyalty, value-added sales and marketing, and creating and maintaining strong bank customer and partner relationships. It builds the critical relationship management skills so essential to successful banking careers.

Audience: Anyone who needs an introduction to banking, whether just starting a career or a more experienced professional from a different industry.

Price: $215

The resources used to support sales and marketing efforts is expanding and changing daily. Traditional promotion solutions, focused on mass media and direct selling, are giving way to target marketing, digital communications and social media. So where is the proper balance to develop effective activities. The secret lies in strategic marketing, a condition that demands effective planning and execution. This session will help clarify the critical decisions that must be made to ensure that every sales and marketing investment is producing an acceptable return on investment (ROI). Attend and learn how to adopt a strategic approach to promotion planning. Learn how to use an easy-to-follow process to prioritize and implement your marketing efforts.

Target Audience: Senior management, branch managers, marketing officers, marketing committee members

Presenters: Tom Hershberger & Kyle Hershberger, Cross Financial Group

Registration Option
Live presentation $330

Recording available through February 16, 2023

We know that customer service and sales representatives are responsible for building relationships with customers. But, let’s not stop there. When an entire organization benefits from relationship development, we need to find effective ways to engage the entire organization in relationship development. Everyone plays an important role in that process, so take the time to discover and identify how each job position at your bank will contribute to successful relationship development. This session examines how banks can direct their culture and business practices directly at customers and their long-term loyalty. It’s no longer acceptable to only take ownership of your daily tasks. Every employee must take ownership in the customers’ relationship tenure and satisfaction.

Target Audience:  Everyone on the bank’s team

Presenter
Tom Hershberger & Kyle Hershberger, Cross Financial Group

Registration Option
Live presentation $330

Recording available through May 9, 2022