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"Welcoming Fall" Photography by Mike Giuliani


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This Month's Featured Programs:

Business Development Skills 101

-Prospecting skills (outreach calling, referral generating, time and territory management)
-Pre-call planning
-What you need in your "tool kit"
-Utilizing your internal and external resources
-Developing your own marketing plan
-Organizing and disciplining your time
-Follow up and action planning

Lynn designs programs specific to her client’s needs. She has developed 300 modules over her last 15 years as a training consultant. Modules can be combined or added to any program to create the ideal session for your company. 



Feature Article

Prospecting Follow-up: Overcoming Objections and Perseverance Equals Customer Service

(This Article is for Anyone in the Sales and Service Business)

Stay tuned for November's newsletter with tips on how to make successful outbound calls.

Recently I received my 4th call from Chase Bank asking me for an in person visit to review my accounts. The interesting thing to me receiving this call was that the fourth call was as fresh and perky as the first call. So much so that I found myself begin to chuckle. It was comical to me as this very activity that I teach in my classes … the importance of cultivating client relationships through ongoing contact via telephone, notecards or personal visits.

My account at Chase bank is the smallest of all of my accounts. Many Community Banks and Credit Unions like to think of themselves as more personal than larger banks since they know their client’s pet’s names and give them treats. This does not begin to compete with the level of full servicing some of the larger banks are offering. Today’s marketplace is highly competitive and far more sophisticated than ever before.

The average consumer expects more from their financial institution and frankly…they need more! Many consumers need credit counseling. Others… wealth management. The spectrum is great. If I have received 4 phone calls from a big bank like Chase then your clients may have too! These phone calls are personable, cheerful and client oriented. My representative did such a nice job and with a style so oriented towards me as an individual that I accepted his invitation! Hello….

What is my message? My message is simple, are your clients being called on? Do we need to be concerned? I think so.

Let’s not just sit on our laurels and think because we live in small communities and have close relationships that we are insulated from the competition. They (larger banks) are calling on our clients and we need to be calling on them too! Remember the saying “if we are not calling on our customers someone else is.”

So please answer these questions for your company:

Do you have a systematic customer focused calling program?

Are you contacting your key clients a minimum of 4 times a year?

Are you looking at all aspects of your client’s accounts to make sure they are in the right products?

Do you know how your products compare to those of the competition?

Can you honestly say that your clients are receiving the best products for them?

Do you have the right representatives assigned to your clients? This is a big one!

Are your clients receiving the level of service that they need and deserve?

This representative from Chase knew the last time I had been in their office in person for a sit down meeting. Do you have that information? Please don’t be naïve. We are in the People business. Big banks have great people too.

And…If you might like my help to design such a program or provide the training and coaching to make this happen in your bank or credit union please call me. Competition is fierce. Our customers deserve the very best in service. It is our only real differentiation.

Lynn Giuliani


Budget time is near

Please be thinking about your 2013 Training Plans. Several clients have already scheduled for next year!


get your our own custom program

Contact Lynn at 360-319-6776 to schedule your custom designed program.



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