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Blog: Bank Marketing Insights

Bankers: make more confident business development calls

Author Martha Bartlett Piland shares insights about brand audits from her book Beyond Sticky in this 5 minute video5-minute video

Business development for your bank, credit union or financial advisory firm is easier if you start with research and go to the meeting ready for a smart conversation about that prospect’s business. This positions you as an expert and an advisor—not a sales person.

Here's our latest 5-minute video with 4 steps for preparing to knowledgeably talk with a prospect.

Don't tolerate first meetings with no agenda or talking about the weather. Create a culture of advisement for your business development team.

 

 

 

 

 

 

 

 

 

 

 

If your team needs a sales protocol and coaching on making smart, branded—and successful—business development efforts, schedule a meeting with Martha Bartlett Piland. Let's have an introductory conversation to see how we can help.

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