Client Conversations 2

Creating a quality experience with each touch requires a focus on the financial needs of each client. This Playbook links the questioning process learned in the Client Conversations 1 Playbook to benefit-oriented dialogue based on several client situations. Ample practice and skill drill opportunities are built into Client Conversations 2, which also addresses responding to client concerns and objections without scripting, memorization or manipulation.

Audience:

Branch Managers, Personal Bankers/Universal Bankers, and others that open new accounts

Time Frame:

One-day classroom module

Prerequisites:

Client Conversations 1

Client Conversations 2

Audience:

Time Frame:

Prerequisites:

Client Conversations 2 Key Learning Outcomes

Tools and Job Aids:

Taking you where you want to go starts with a conversation…