EventSpan

Speaker:

Nick Miller - Clarity Advantage

Full description:

Banking mixed (not to be confused with "mixed up") households can increase relationship profitability 300% or more and increase cross-sells to 15 or more products.

Why?  Small business owner deposit balances, loans, and services usage are significantly higher than those of "average consumers."  If your bank has earned the small business relationship, attract the owner, his/her family, and employees.  If you've attracted the owner's personal relationships, go after the business.

During this session, Clarity Advantage's President Nick Miller, will tell you how.  Join Nick where he will:

• Discuss the critical importance of attracting both the business and personal banking of small business owners and their families.
• Reveal four critical elements within the control of individuals and sales teams that increase the probability that a business owner will bring both personal and business banking to a single institution.
• Introduce an "all inclusive" conversation approach that bridges consumer and small business sales conversations.

Intended audience: Small business bankers, business bankers, branch small business specialists, platform financial services representatives, assistant branch managers, branch managers and their managers.

What you will learn:

• A conversation structure that you can immediately use with small business owners.
• Four strategies for increasing identification and attraction of full mixed-household relationships.
• How to feel more confident in your conversations with small business owners.