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Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

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DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

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TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

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Master customer acquisition: Strategies for high-performing bankers

Tuesday, March 19, 2024
2:00 PM ET / 1:00 PM CT

Competition is at an all-time high in the banking industry as financial institutions compete for loans and deposits to hit key growth objectives. The secret to enhancing visibility in your market and attracting the right customers is effective business development.

In this webinar Chris Carlson, a seasoned banking sales professional, will share insights into several key strategies that challenge the conventional approaches lenders and relationship managers typically take.

You will learn:

  • Strategies for generating both the quantity and quality of referrals you need to exceed your production goals
  • High tech and high touch ways to develop new business at your financial institution
  • Effective ways to use targeted list to generate appointments

Looking for more content like this?

Check out this recent webinar, “Relationship banking: 7 Keys to extraordinary results.”

Meet Your Presenter

Chris Carlson

President/CEO
Before becoming a sales and marketing consultant, Chris Carlson spent 20 years in the insurance industry as a Salesperson, Sales Manager and National Sales Director. Since 2003, Chris has worked with banks across the country from large national banks to small community banks.  He specializes in helping these banks grow sales, retain

Full Bio