Webinar: Becoming the Primary Financial Institution
This webinar will run from 9:00 AM – 12:00 PM EST and is being presented by Focused Results.
Competition is fragmenting the purchase of financial products across all lines of business. Clients split their share of wallets, buying 9-10 products with 6-7 financial institutions. This fast-moving Zoom webinar will identify who is buying your products and which products they are buying from the competition, including non-banks. This program will address how to respond to leverage your advantages as a community financial institution to increase your share of wallet and become the Primary Financial Institution.
This webinar will cover:
- Your services and revenues that are at risk
- Lessons from other disrupted industries
- Your competitive advantages
- What clients are really looking for
- How the millennials fit in
- The digital client
- Where do the clients go and where are they buying
- How to recapture lost assets – loans, deposits, investments, services
Who should attend: Anyone responsible for driving sales results in a community financial institution.
Duane Sobecki – Founder, Co-Owner & CSO, Focused Results
Duane is the founder, co-owner, and CSO of Focused Results, Duane is a renowned authority in sales strategy and strategic market segmentation, Mr. Sobecki provides assertive strategies to drive loan demand, business development, product and service lines to community banks and other FI’s.
Mr. Sobecki specializes in helping the financial services industry better segment important markets, and direct sales and marketing strategies at those key segments to ensure revenue and profit growth. Mr. Sobecki is the principal writer of Market Data Monday, a weekly look at how banks can take advantage of the improving economy, and the author of numerous reports and booklets on key market segment development and improvement.
Mr. Sobecki holds BS from the Kelley School of Business at Indiana University and has a certificate in management planning from the University of Illinois – Chicago.
Jennie Sobecki – Owner & CEO, Focused Results
Jennie is the owner and CEO of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and FI’s. An expert in designing and implementing sales efforts and processes, Ms. Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Mrs. Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, Ms. Sobecki was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high performing mid-level bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Ms. Sobecki consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.