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Sponsored by our friends:
How To Effectively Cross-Sell Workshop
Who Should Attend? What will you learn?
Branch Managers, Personal Bankers,
Middle Managers, Sales Team The difference between a cross-
sell and stewardship mentality
Why Cross-Sell? and why it matters
There is a common sense and authentic approach to The different skills of the Inbound
deepening your relationship with your clients and vs. Outbound sales roles we have
it starts with re-thinking your current strategy. If in the branch
you want to improve and increase your relationships How to transition from handling
with your clients –think stewardship. In other
words, the focus is on them, what they need and how the inbound trigger event to
you might be able to serve them. having a deeper, exploratory
conversation with your client
What is getting in the way of
bankers asking discovery
questions
How to develop the appropriate
courage and effectiveness needed
to be an advisor
Cross sell ‘Dos’ and ‘Don’ts’
A plan to follow to set goals for
This Cross-sell workshop will be delivered by Jack deepening relationships and
Kasel, sales development expert with Anthony tracking success
Cole Training Group. Jack will help you approach
cross selling with a unique style to develop deep
and long lasting relationships with clients. This
method is not a sales tactic or strategy but a way Recommendation: Read the book
of changing your own mindset and skills in Go-Givers Sell More by Bob Burg and
order to help your clients achieve their John David Mann. This book brings to
financial dreams. light in many ways that the word ‘sell’
comes from the old English word ‘sellan’
which means ‘to give.’
Register Online Today! www.ILFI.org/events-and-education
May 10th - Springfield May 11th - Naperville
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March 2018 IllInoIs RepoRteR
