webinars
Introduction to Fiduciary Practices Webinar Series
Click HERE for more information on this ongoing event

Cracking the Code – Generating Opportunities from the Commercial Lenders
June 5, 2018

Right Staffing Your Trust Operations Function

August 14, 2018

Managing Sales by the Metrics

October 23, 2018


Cracking the Code – Generating Opportunities from the Commercial Lenders

June 5, 2018

1:30 – 2:30 pm Central Standard Time

This webinar for Wealth Management professionals will help you determine how to “crack the code” with the Commercial Lenders / Business Bankers in your organization.  We all know they should be great sources of opportunities for Wealth.   But, for a myriad of reasons, they often are reluctant to make referrals.  Many Wealth Management professionals struggle to break through the barriers and get those high value opportunities often controlled by the commercial lenders.

This webinar will give you an understanding of the barriers to getting those opportunities and, most importantly, some proven methods to getting past those barriers.

Join us for this power-packed webinar:

June 5, 2018

POHL CONSULTING AND TRAINING, INC. Sponsored

Fee: $295

Register Online