Master the Art of Successful Referral & Sales Conversations

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Experience the Transformative Power of Professional Bank Sales Training

Bank Sales Training & Referral Training

Mastering the art of successful referral and sales conversations is critical to providing exceptional service and generating high volume sales results. Monarch Performance Group will work with your organization to understand the desired customer experience and build a comprehensive process to support these behaviors.

Thank you! It has been a wonderful experience working with you. I know everyone feels the same way for that matter! You were able to coach up or out! You identified so many things our leaders need to continue to work on, pushed our new advisor out of his comfort zone and the true value was identifying that our manager is just done. We could stand on our heads each day and there is no pulling her back or changing that path. So, in my humble opinion, the coaching out was far more beneficial than all the other coaching put together. We have tended to ignore it and hope she wakes up to smell the coffee burning, instead of addressing it full on! You gave me the words, questions, guidance, and confidence to have that conversation with her in the past, this situation might have been turned into a tension filled atmosphere. I cannot be more grateful.

P.R

Great workshop! It was very interactive and the practice sessions really pushed us out of our comfort
zones, Which will definitely help us in the future. | have a lot of good takeaways to put into place.

A.S

Enjoyed the opportunity to learn and then practice with other colleagues. Most importantly, I learned, coaching without a commitment is just a nice conversation.

M.T.

Coaching initiative has greatly improved my coaching skill-sets and my confidence to coach
forward to desired performance.

M.C

You have been instrumental in helping me grow as a person, which has helped guide me to where I am today.

T.I.

Thank you. I owe a lot of my success to you, as I use the lessons learned in your classes in all aspects of my life. They have truly made an impact on my leadership and ability to impact others.

MC

Thank you! It has been a wonderful experience working with you. I know everyone feels the same way for that matter! You were able to coach up or out! You identified so many things our leaders need to continue to work on, pushed our new advisor out of his comfort zone and the true value was identifying that our manager is just done. We could stand on our heads each day and there is no pulling her back or changing that path. So, in my humble opinion, the coaching out was far more beneficial than all the other coaching put together. We have tended to ignore it and hope she wakes up to smell the coffee burning, instead of addressing it full on! You gave me the words, questions, guidance, and confidence to have that conversation with her in the past, this situation might have been turned into a tension filled atmosphere. I cannot be more grateful.

P.R

Great workshop! It was very interactive and the practice sessions really pushed us out of our comfort
zones, Which will definitely help us in the future. | have a lot of good takeaways to put into place.

A.S

Enjoyed the opportunity to learn and then practice with other colleagues. Most importantly, I learned, coaching without a commitment is just a nice conversation.

M.T.

Coaching initiative has greatly improved my coaching skill-sets and my confidence to coach
forward to desired performance.

M.C

You have been instrumental in helping me grow as a person, which has helped guide me to where I am today.

T.I.

Thank you. I owe a lot of my success to you, as I use the lessons learned in your classes in all aspects of my life. They have truly made an impact on my leadership and ability to impact others.

MC
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