Wealth Executive Forum 2021

September 26-28, 2021

 “Leaders are known by the company they keep.” *

Could you use a “brainstorming” session with experts and peers? Do you ever wish you had someone who could be a source of new ideas? Are you ever at a loss about the best way to resolve an issue? We all need inspiration, help or support somewhere along the line. This annual gathering of Trust and Investment Managers is unlike any other conference you might attend.

Here’s why this is the most valuable conference you’ll attend this year:

  • You’re meeting in an informal but structured setting with other managers from across the country who have encountered the same challenges you have, sharing ideas and asking questions of one another.
  • Discuss subjects of importance to you while listening to qualified speakers – ask specific questions and get specific answers from people who have shared the same experience. Find out what your peers are doing – and why.
  • Share revenue, staff, profit and growth numbers with top-performing managers from across the country.
  • Participate in the Idea Exchange where everyone gets 15 to 30 “new” ideas. “Leaders work with leaders.” *The Idea Exchange is an opportunity to interact with you peers, ask and learn.

Past Wealth Executive participants have brought exciting ideas for everyone in attendance . . . ideas you can use when you get back home! Group lunches and dinners sponsored by participating vendors increase the networking opportunities and the fun!

This may be one of the best investments you make all year – and the investment is only $395. Register now – mark your calendar – and look forward to an inspiring and stimulating experience. Mail or fax your registration as soon as possible, or register online above.

 

See you September 26th!
*Leadership quotes on this page are courtesy of Tom Peters (tompeters.com) in Fast Company Magazine’s March, 2001 issue.

 

Relationship Sales Workshop November 2021

November 3-5, 2021

If your current or desired position in your organization carries an expectation that you build relationships that enhance company revenue…

This workshop is for you!
If you are a sales veteran who has reached a production plateau …
This workshop is for you!
If sales presents a new career challenge ….
This workshop is for you!
If you are working harder at sales and enjoying it less …..
This workshop is for you!

  • Loan Officers
  • Private Bankers
  • Personal Bankers
  • Sales Managers
  • Trust Officers
  • Branch Managers
  • Insurance Agents
  • Sales People
  • Investment Representatives
  • Mortgage Originators
  • Wealth Management Officers
  • Business Development Officers

Wealth management models, private client service models, integrated models, and traditional product line models each depend on relationship management skills and a sales process that allows the staff to maximize its success. The skills and processes taught in this workshop can give any individual the opportunity for that success. Best of all, anyone who is in the financial services business in order to help people get what they want in life will discover a higher level of job satisfaction.

We emphasize the process (while also practicing skill enhancement) because we see this process as the missing piece for people and organizations that have reached a plateau or faltered in their sales development efforts. This workshop provides a true impact event—it creates a total experience of learning and reflection to truly affect your future. If what is learned is applied consistently, it will have a very positive impact on your sales and retention results, and, on your career!

The investment for this workshop is $1095* for each participant. Lunches and all workshop materials and tools are included in your investment. Participants are responsible for their travel, lodging, and any meals outside the workshop.

Relationship Sales Workshop May 2021

May 5-7, 2021

If your current or desired position in your organization carries an expectation that you build relationships that enhance company revenue…

This workshop is for you!
If you are a sales veteran who has reached a production plateau …
This workshop is for you!
If sales presents a new career challenge ….
This workshop is for you!
If you are working harder at sales and enjoying it less …..
This workshop is for you!

  • Loan Officers
  • Private Bankers
  • Personal Bankers
  • Sales Managers
  • Trust Officers
  • Branch Managers
  • Insurance Agents
  • Sales People
  • Investment Representatives
  • Mortgage Originators
  • Wealth Management Officers
  • Business Development Officers

Wealth management models, private client service models, integrated models, and traditional product line models each depend on relationship management skills and a sales process that allows the staff to maximize its success. The skills and processes taught in this workshop can give any individual the opportunity for that success. Best of all, anyone who is in the financial services business in order to help people get what they want in life will discover a higher level of job satisfaction.

We emphasize the process (while also practicing skill enhancement) because we see this process as the missing piece for people and organizations that have reached a plateau or faltered in their sales development efforts. This workshop provides a true impact event—it creates a total experience of learning and reflection to truly affect your future. If what is learned is applied consistently, it will have a very positive impact on your sales and retention results, and, on your career!

The investment for this workshop is $1095* for each participant. Lunches and all workshop materials and tools are included in your investment. Participants are responsible for their travel, lodging, and any meals outside the workshop.

* Early discount registration price of $995 if registration and check are received by April. 1, 2021.

 

Private Banking Executive Roundtable

June 9th (12pm) – 10th, 2021

Could you use a brainstorming session with experts and peers?  Do you ever wish you had someone who could be a source of new ideas?  We all need inspiration, help or support somewhere along the line.  This annual gathering of Private Banking Executives is unlike any other event you might attend.

Here’s why this is the most valuable conference you’ll attend this year:
  • You’re meeting in an informal but structured virtual setting with colleagues from across the country.
  • Everyone shares ideas and asks questions of one another. Get specific answers from people who have shared similar experiences. Find out what your peers are doing – and why.
  • Take home 15 to 30 “new” ideas!

Past participants in our Roundtables and Forums agree the “take-away ideas” are immediately applicable and invaluable.

 The best investment you make all year- only $495. Register now for an inspiring and stimulating experience- mark your calendar.

There will be a Pre-Session Request for Information for Networking Data which would be shared with participants.

Topical Agenda Ideas for roundtable discussions that have been suggested include:

  • Where does Private Banking fit in your organization? How does that work?
  • Role of PVB in Business Development for Wealth? For Loans?  For Deposits?
  • PVB Goal Setting/Scorecards?
  • Role of PVB – Service or Sales?
  • Role of PVB – Relationship Manager for Wealth or Business Banking Clients?
  • Compensation for PVB Bankers?
  • Compensation for PVB Managers?
  • Staff Development Ideas? What do they need most? Where do you get it?
  • PVB Client Segmentation?
  • PVB Fees / Revenue Generation Ideas?
  • Partnering with lines of business – Overcoming Resistance?
  • Unique Loan Solutions for PVB Clients?