Partner Calls

When a banker returns from a Discovery Call several needs have likely been surfaced. To connect those needs to the potential bank solution, the next logical step may be to either bring a partner to the next meeting. Too often, however, that call falls flat due to lack of internal rehearsal. Relationship Managers and their partners want to represent the bank and create a well-delivered “anchor” conversation. With Partner Calls, bankers learn that building these partnerships begins inside the organization.


  • Senior Executives, Regional or District Sales Managers, Relationship Managers, Business Development Officers, Wealth and Investment Consultants, Branch Managers, Mortgage Consultants, and others that prospect to targeted businesses

Time Frame:

  • One-day classroom module


  • Discovery Calls, scheduled approximately 30 days prior to this session

Tools and Job Aids:

  • Partner Call Plan
  • Partner Call Diagnostic
  • Partner Call Observation Guide
  • Partner Calls Job Aid
  • Partner Calls 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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