Webinar: Generational Client Retention and Growth Strategies
This webinar will run from 9:00 AM – 12:00 PM EST and is being presented by Focused Results.
This fast-paced webinar will look at the differences in opinions, views and behaviors of each generation. Registrants will learn how to modify strategies to grow business from each generational segment, including appropriate adjustments to digital and in-person client approaches and experiences. There is a generational wave of wealth transference and you want to be able to stay atop the wave. Our Zoom software will enable attendees to get an in-person vibe from this virtual program.
Specific topics that will be discussed are:
- The big differences between generations and the startling similarities in decision-making
- Which marketing approaches appeal to each generation
- New ways to engage all groups both in-person and digitally
- Checking, deposit products, e-banking, wealth management and insurance
- Targeting loan growth
- Educational approaches
- Tactical road map to beat your competition
Who should attend? Anyone engaged in the marketing and selling of banking services to younger clients or prospects.
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.