Business Development Seminar

If you are not a KBA member, please contact Jamie Hampton at jhampton@kybanks.com or 502-736-1278 for the possibility of attending at a non-member rate.
 

Making Effective Business Development Calls

Whether your bank is seeking loans, deposits or is just looking for great clients to partner with, this one-day workshop is for you. From branch managers to EVPs, this program has sold out every time KBA has offered it. In a fast-paced format, Jack Hubbard takes participants through the “how tos” of making effective outside sales calls.

Participants will learn:
• The 5Cs of Trust-Based relationship development into your sales DNA
• A Case study call planning mindset – from their side of the desk
• Six questioning techniques to understand the buyer’s financial needs and priorities
• Stories from your experience that relate to the buyer’s specific needs and priorities
• Joint commitment to lay the groundwork for the next call
• Follow up with value There’s no theory here, just practical, time-tested ideas that work – for you and your buyer.

Event Brochure
When
3/27/2024
Where
Kentucky Society of CPAs 1735 Alliant Avenue Louisville, KY
Registration
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About the Speaker(s)

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Education Alliance Cancellation Policy
 Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.