Branch Manager Bootcamp: Business Development

Objective:This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships with […]

2025 CBS Benefits Day & HR Workshop

The CBS Benefits Day & HR Conference is a great opportunity for you to learn more about the employee benefits options available through our association and focus on human resources […]

Branch Manager Bootcamp: Maintaining Superior Team Performance

Objective: This session focuses on the manager’s role in building and leading an effective service and sales organization. Managers will learn to plan and direct the team toward an effective business development effort.. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision. Key Skill Transfers/Takeaways: Plan […]