TheSalesTrainingCenter.com provides CE (continuing education), professional development, and designation study courses for Sales Professionals
Course/Product Description
Title:

8 Steps to Improve Cross-Selling

SKU:WC-1029846
Date / Time: Recorded
Format: Webinar
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Description:

Many financial institutions want better cross-selling results but struggle to establish a results-oriented approach. When was the last time you looked at your products and considered how they can make your customer’s life easier? If you don’t acquaint your customer with what you offer, your relationship with that customer is at risk! Building a simple plan that reflects your culture and targets the customer’s needs keeps the accountholder engaged and satisfied.

Your customers choose the products they want from the palm of the hand as they maneuver their search on their mobile phone. Why should they choose yours over your competitor’s? Today’s cross-selling approach calls for efforts to include social media channels, website updates. You need engaged and well-trained customer-facing teams, coordinated marketing actions and methods for measurement. This program will help you with these and many other options that can help elevate cross-selling results.

Covered Topics:

  • Benefits of cross-selling
  • Define and measure
  • Manage what you measure
  • Know the drivers of effective cross-selling
  • Cross-selling is more than lip service
  • Branch managers and marketing – two key players
  • Employee training and engagement
  • Recognition and reward
Who Should Attend

The marketing and training personnel, branch leadership, and anyone responsible for developing customer-facing teams and those dedicated to customer acquisition and expansion.

The Presenter

Karen Wiehoff has over 30 years of executive management experience. Her career has afforded her in-depth expertise in such areas as leadership, consulting, relationship management, human resources, marketing, and regulatory and compliance initiatives. Before she joined InterAction Training, Karen was the Senior Engagement Manager for a national consulting firm where she partnered and consulted with organizations through strategic planning, change management, and process improvement initiatives.

Karen’s background includes working with diverse individuals and groups in a wide variety of business and community venues. She enjoys public speaking, group facilitation, coaching, training, and team building while managing multiple projects and events. In addition, Karen has served on the board of directors of community and civic organizations, and participated in philanthropic fundraising.

Karen is certified by the University of Phoenix in Human Resources Management. She graduated with a Bachelor of Science in Business Management and a Minor in Human Resources Management from the University of Phoenix, Houston, Texas. She has earned a Master of Business Management from the University of Phoenix, Houston, Texas.

Karen loves spending time with family, traveling, photography, and the sport of running; and combining all of these whenever possible.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
More Info: Contact Us For More Information
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