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Business Development Strategies For Lenders



What are the strategies to attract new business? What is the lender's game plan for growth? Remember when the name of the game was location? That’s history. This webinar teaches those charged with business development responsibilities the primary skills, thought processes and behaviors necessary to expand relationships and client acquisition. Business development isn't about luck or magic. It's not about being pushy. It's about following a process, it's about having a plan, and becoming deliberate and on purpose when it comes to exploring and acquiring new business.


The lender is obligated to represent the brand of the company, develop a tactic for knowing products and services, setting goals, building a sales performance plan that is well-managed, executed and adjusted in order to obtain the desired results.

Lenders are expected to seek out new business as well as retain and expand existing business.  This webinar will also include materials that can be used well after the program is completed.


More than a Dozen Steps to Elevate Your Effectiveness:

  1. Know and Exceed What is Expected
  2. Get Resourceful
  3. Manage the Impression
  4. Tools of the Trade
  5. Overcome Obstacles
  6. Sharpen Product Knowledge
  7. Identify Targets
  8. Set Goals
  9. Build Your Plan
  10. Execute Your Plan
  11. Use Best Practices for Effective Calls
  12. Document Your Effort and Your Results
  13. Follow Up; Follow Through


The program is designed for the lending department management, loan operations personnel, loan officers, loan originators and others involved in originating or servicing loans of all types.


Honey Shelton is an exceptional trainer and former banker.  She led the charge for implementing and managing a successful sales culture and officer call program, will share her expertise and experience to elevating your success at sales.

*This program will start at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, or 11:00 AM PDT

**Recording Available

This webinar will be recorded and sent to all registrants.  You will receive links to the recording following the program.  These recordings have unlimited viewings and are available for up to one year.

Price: $275.00

Start Time: 2:00 pm
End Time: 4:00 pm

Date: May 22, 2019

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