Client Builder Model

Designed for financial services organizations.

Our suite of sales and coaching training cover the key sales skills and disciplines that develop and support competency in relationship sales.

If you are looking for programs that teach people how to push products you’re in the wrong place! All of our training focuses on creating win-win relationships and building long-term relationships with customers and clients.


Our programs address four critical areas:


Getting the opportunities to help people.

Relationship Sales

Discovery (learning about the prospect and his/her needs), Creating solutions based on needs and goals and Presentation of those Solutions.

Client Management

Maximizing relationships throughout the life of the relationship—executing a client management process designed to create raving fans who think of you first in all their financial service needs and bring their friends.

Sales and Service Management Coaching

The vital process that keeps everyone focused on sales and continuing to improve processes and skills.




Skills and Process Training for the Financial Services


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Creating the opportunities to help people. Staying in touch., Identifying needs and helping customers make the right buying decision., Maximizing relationships with clients throughout the life of the relationship.

  • Prospecting and Follow Up*
  • Follow Up Discipline Training
  • Referral Generation
  • Referral Source Training
  • Referral Destination Training

*custom tailored for the target audience

  • The Discovery Process including developing relationships, fact gathering and identifying goals
  • Creating Solutions Based on Needs or Goals
  • Presentation of Solutions
  • Proactive Customer Care (The basics of needs-based selling for retail bank new account reps)
  • Advanced Retail Discovery
  • On-Boarding
  • Maximizing Client Relationships*
  • Annual Business Meetings

*custom tailored for the target audience


The skills and process coaches need to support the sales effort in the retail and commercial lending areas. (Format includes 1 and 2 day options, depending on the audience’s needs)