For Loan Officers & Teams

Powerful Presentations

Present like the Loan Officer of choice.

What it solves

There's an art and science behind effective presentations to key referral-source offices — and mastering it is key to growing your influence. Powerful Presentations helps Loan Officers, Loan Officer Assistants, and Branch Managers deliver presentations that capture the audience and win an advantage over the competition.

What you'll gain
The secrets to selecting the right office — and being strategic with your time.
A marketing strategy to capture business from an ‘open’ or ‘closed’ office.
How to interview a Key Decision Maker effectively to gain loyalty.
The five keys to conducting powerful sales-meeting presentations.
How to deliver the most effective lunch-n-learn programs — and become the Loan Officer of choice among Key Targets.
What's included

An expertly-designed handout students follow and complete during training — which doubles as a step-by-step reference guide afterward.

Post-class business tools, at no additional cost
  • Key Decision Maker Profile Worksheets
  • Personal Information Worksheets
  • Compelling topics for a sales meeting
  • Scripts for opening and conducting a sales meeting
  • A powerful-introduction script template
  • Follow-up scripts for Key Referral Sources
  • Sales-meeting and lunch-n-learn checklists
How it works

One 60-minute, instructor-led webinar, including the handout.

Ready to become the Loan Officer of choice?

$199 Per seat · On-demand
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