A Practical Management Approach to Employee Development

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A Practical Management Approach to Employee Development

Our Training Solutions serve the financial services industry with proven success in delivering measurable results for our clients. Our engaging and interactive approach to learning includes practical tools and class exercises that allow for immediate balanced feedback and refinement.

Branch Manager Training

We seek to elevate the performance of branch managers by helping them to become more comfortable communicating results with their teams. We focus on skill practice to clarify expectations, facilitate effective team meetings to develop creative solutions that improve branch results, and lead by holding team members accountable for their activities.

Sales & Service Skills Training

Our approach to training sales and service representatives is to help managers and employees achieve mastery at relationship building. We focus on learning to identify a financial need more effectively, becoming more comfortable asking high-gain questions, and deepening relationships by position the right solution for the right need.

Financial Product Knowledge Training

The Product Knowledge Training provides an opportunity to have a profound impact on customer perception of employee knowledge and their ability to resolve problems efficiently and effectively. This training solution offers customized program development including drills cards and skill practice modules.

Facilitator Skills Training

Facilitator Skills Training provides guided instruction and support for clients to assemble an internal training facilitation team that is fully armed with the skills to deliver ongoing training. This training solution offers customized program development including leader guides and skill practice modules. To learn more about Facilitator Skills Training, please contact us

Download our training solutions curriculum overview