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.