Multiple research studies confirm that clients view trusted advisors as those bankers who constantly bring new ideas to the table, know the client’s industry, and continually add value over and above products and price. Industry IQ introduces bankers to practical ideas on how to execute value touches. This includes leveraging resources such as Vertical IQ and other industry intelligence tools.
Senior Executives, Regional or District Sales Managers, Relationship Managers, Business Development Officers, Branch Managers and others who make calls to targeted businesses and have access to Vertical IQ
Time Frame:
One-day classroom module
Prerequisites:
None
Industry IQ Key Learning Outcomes
Understand current research related to what clients want from their banker
Navigate through Vertical IQ and other tools from a sales perspective
Use the internet to find other sources of value and industry intelligence
Employ industry intelligence in the appointment process on the telephone
Create call plans that connect to industry data uncovered
Execute on the call strategies, such as high impact questions, that show credibility
Deliver VIP follow-up strategies using industry intelligence
Use Google Alerts, Smartbrief and others to stay current on industry issues
Tools and Job Aids:
Vertical IQ Navigation Map
Industry IQ Strategies Job Aid
Industry IQ Coaching Job Aid
Taking you where you want to go starts with a conversation…
Give me a little info and I’ll be back with you shortly.
Dana Perkins
Executive Vice-President – Sales and Consulting
816-434-5543