Feb
21
Fri
Feb 21 @ 1:00 pm
PROGRAM INFORMATION
This is a live webinar series that will run from 1:00 – 2:00 PM EST on the following days:
- Friday, February 21
- Friday, February 28
- Friday, March 6
- Friday, March 13
Each session will be available for OnDemand viewing for seven days after the initial presentation.
Could you use a deeper understanding of human nature to attract, acquire, retain and grow client relationships, while being your authentic self – without being salesy? This four-part webinar series will teach registrants how to better develop stronger client relationships.
What you’ll be able to do after this course:
- Use a deeper understanding of human nature to attract, acquire, retain and grow client relationships while being your authentic self
- Engage more potential clients into first meetings
- Awaken the needs and motivation in your clients necessary to take the actions which are in their best interest
- Make the emotional connection necessary to maximize every client relationship
- Turn your presentations into conversations that show your clients that you have the best solution
- Build the commitment necessary to eliminate the tendency for clients to resist taking action
- Develop stronger and deeper relationships with your clients
Why is this course different? All of your client’s decisions are made emotionally. To effectively connect with an emotional decision, you must use approaches that are responsive to the human nature and underlying psychology involved in all decisions to buy and change. This course takes the deepest dive available into providing attendees with an understanding of buying psychology and approaches that work consistently with that psychology. These approaches are based on the workings of human nature, not the professional’s personality.
This series is for client facing professionals in:
- Private Banking
- Trust
- Wealth Management
- Insurance
- Investments
- Small Business Banking
- Commercial Lending
SPEAKER INFORMATION
Bill Gager – Founder, Reach Higher
Bill has spent the last 20 years helping financial professionals to maximize their client relationships. He does this by using a counter intuitive, psychologically based, approach that taps deeply into human nature.
Feb
23
Sun
Feb 23 – Feb 25 all-day
Mar
4
Wed
Mar 4 all-day
PROGRAM INFORMATION
We are partnering with Blue-U Defense on this training, and will be broken into three segments:
- Surviving an Incident of Violence/Active Shooter
This course is typically provided as a foundation level course for banks, large corporations, insurance companies and associations of all sizes. Successfully surviving a sudden incident of violence is 90% mental and 10% physical skill. This course focuses on the 90% mental while concurrently providing skills to survive the 10% physical, as a last resort. - Advanced Workplace Violence – Prepare to Win! Practical and Effective Tactics and Defense
This is an advanced course that will feature hands-on drills, scenarios, criminal mind and lecture, to show attendees how powerful the tactics that we teach are, and to show, through actually doing them, that they absolutely work! Attendees will see both the role of the “good guy” and “bad guy,” to get both perspectives. Attendees will more clearly understand the tunnel vision, OODA Loop, tactics, etc that we are teaching our students to understand and overcome. - Physical Site Security and Compliance with Bank Protection Act
During this session, instructors will discuss how to conduct your own physical site security assessments utilizing their method. Their method does not entail looking at what many other organizations are looking at such as cameras, lighting, card readers, etc. Their theory is your building is your building, your people are your people, and your layout is your layout. So, how do they take what you currently have and, without spending any more money, significantly increase the safety and security of those people inside – your most valuable assets! The instructors will cover this and more.
SPEAKER INFORMATION
Terry Choate – Co-Founder & Training Specialist, Blue-U Defense
Terry Choate is a Co-Founder and Training Specialist for Blue-U Defense. He has served as Team Commander of the Monadnock Regional Special Response (SWAT) Team and for 11 years as a Lieutenant with the Jaffrey (NH) Police Department. Prior to law enforcement, Mr. Choate spent over 20 years in management positions with Fortune 500 companies. In addition, Mr. Choate’s experience with Executive Security International provides expertise in Security Surveys, Advances, Personal and Executive Protection, CCTV Surveillance, Stalking and Dangerous Human Behavior, Anti/Counter Terrorism, and Business Security.
Joe Hileman – Co-Founder & Training Specialist, Blue-U Defense
Joe Hileman is a Co-Founder and Training Specialist for Blue-U Defense. He served as the Assistant Team Commander of the Monadnock Regional Special Response (SWAT) Team and for 11 years as a Detective with the Jaffrey (NH) Police Department. Prior to his career in Law Enforcement, he served as Security Supervisor at the corporate management level of a Fortune 500 company. Mr. Hileman holds two A.A. degrees in Criminal Justice – Law Enforcement and Criminal Justice – Corrections, Probation, and Parole.
LODGING INFORMATION
The NCBA has secured a discounted rate of $139/night for our attendees at the Greensboro – High Point Marriott. To secure this discounted rate, please call the hotel directly at 336-852-6450 and ask for the NC Bankers rate for the night of March 3. The last day to secure this discounted rate is February 11.
Please note that attendees are responsible for securing their hotel reservations.
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