Relationship Reviews

Bankers have been conducting relationship reviews for decades. The challenge is that most are focused on the products and services the client has yet to buy versus what the client needs to do to move their business forward. Relationship Reviews helps financial services professionals think outside-in versus inside-out.


  • Senior Executives, Regional or District Sales Managers, Relationship Managers, Business Development Officers, Wealth and Investment Consultants, Branch Managers, and others charged with deepening client partnerships

Time Frame:

  • One-day classroom module


  • Discovery Calls & Presentation Calls

Tools and Job Aids:

  • Pre-Call Research Job Aid
  • Share of Heart Job Aid
  • Relationship Review IMPACT Survey
  • Relationship Review Job Aid
  • Relationship Review Observation Guide
  • Relationship Reviews 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



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