Developing Impactful Leaders.

Through Curiosity, Belief, and Discipline

Mastermind for Banking Leaders

This exclusive, complimentary 3-day mastermind is tailored for bankers in retail, treasury, business banking, and private client segments who are eager to adopt a proven system that fosters an entrepreneurial mindset and positions you to secure the dominant share of client relationships.

Step into the role of a proactive leader, focused on growing deposits, building genuine client loyalty, and helping customers make decisions rooted in value rather than just price.

3-Day Complimentary Mastermind

3-Live Sessions: Build Better Client Relationships, Source Organic Deposits, Acquisition Process, Daily Q&A

Mastermind: September 25, 26, 27

Time: 9am (cst) - 10am (cst)

Virtual Session via Zoom, Agenda Download

Mastering Customer Relationships

Connect with your clients, reach your sales goals, and gain critical 4Q momentum

What will I learn?

A proven system to find the right customers, uncover assets, and close more deals.

  • Leverage strategies based on value, not price sensitive

  • Secure more appointments

  • Create urgency for your client to move dollars

  • Learn a proven appointment system, with 70% conversion rates

  • Build qualified pipelines