Webinar: The Key to Cross Selling & Member Retention

Start: 3:00 pm
End: 4:30 pm
Event Days: 04/03/2013 - 04/03/2013

Long-term success for your credit union is based on your commitment and ability to gain and maintain satisfied members. Studies have proven that the more products and services owned, the greater the member retention. The key to successfully adding additional products and services is often determined by how the frontline approaches the promotion process. This webinar will cover the steps toward influencing decision-making in your credit union's favor, while providing a non-threatening, highly-effective approach to cross-selling. Harness the incredible power of member retention through this time-tested approach to cross selling the right way!

About This Session:

This webinar will cover the following topics:

  • A cross-selling perspective: the impact of member and staff attitudes
  • Four realities to successful cross-selling and retention strategies
  • TAKEAWAY TOOLKIT with a plan for recharging your credit union culture to seek cross-selling opportunities; scripts, power phrases and triggers to identify and effectively cross-sell; and the CLIENT Promotion System, a highly effective tool that provides immediate cross-selling results while impacting retention

Who Should Participate:

Tellers, new accounts staff, member service representatives, business development personnel and lenders

About the Presenter:

Tim Tivis, Pinnacle Training Group

Tim Tivis is the CEO of Pinnacle Training Group, which specializes in sales, leadership, staff development and performance training. With 28 years of business development experience, he has created businesses in financial services, organizational software, and training and consulting. He has also worked with banks, credit unions, financial services providers, hospitals, school districts and numerous entrepreneurs around the country. He is the author of two books and has received numerous sales and business awards.