Lead, Plan and Coach for Success
These four, 1-hour webinars empower managers with the skills and knowledge they need to strategically lead their teams to serious production growth. Each session is packed with practical strategies and techniques to help managers develop and implement the key disciplines of growing their market share, coaching for production, planning for success and retaining their sales force.
This highly interactive workshop equips managers to:
Growing Your Market Share
- Create a clearly defined vision for the branch that engages every team member with
a purpose - Leverage account assignment strategies that will lead to greater market share
Coaching for Production
- Understand the true definition of a coach as a sales manager
- Acknowledge loan officer’s successes and strengths to retain them long term
- Confidently conduct focused one-on-ones with a proven 3 step process that will motivate team members for higher production
Planning for Success
- Create and execute a Branch Business Plan to ensure focused performance and growth
- Know the critical components of a loan officer’s business plan to effectively lead them
- Assist loan officers in creating production objectives with focus and clarity
- Implement four vital planning steps proven to immediately impact production
Retaining Your Sales Force
- Establish clearly defined operating principles that will unify a team
- Leverage different Leadership styles to better engage and motivate your loan officers
- Conduct engaging, informative and inspiring sales meetings for greater team morale