Attention All Program Managers & Sales Managers
2010 BISA Advisor Workshops
FREE to BISA Members!

The BISA created this targeted Workshop to help increase the productivity and professionalism of your Financial Advisors.
We've gathered top-producing leaders from across our industry to lead sessions that are tailored to the needs of the participants based on pre-session questionnaires your Advisors complete and submit. To add even more value, each Advisor will leave with a personal "Take-Away Action Plan" to help grow sales the very next week!

Each workshop provides high level, cost effective training for Financial Advisors in Banks, Thrifts and Credit Unions.

Presentations by top market and sales leaders from across the industry.

Peer-to-peer discussions of key topics such as "best practices" for time management... segmenting and working your book…effective use of sales assistants…accessing and serving commercial customers…uncovering assets and opportunities through annual reviews and customer service…matching the right product to individual customer needs…effective branch training and teaming techniques.

"Take-away action plan" to help grow sales starting immediately.

Producing Reps are invited to attend a Workshop at any of these convenient locations:

May 5-6 | White Plains, NY
May 26-27 | Chicago area
June 23-24 | Washington, DC area
July 14-15 | West Coast
October 13-14 | Atlanta, GA
October 27-28 | Columbus, OH
 

MORE INFORMATION:

Each Regional Workshop will pack a tremendous amount of on-point, useable information into a short, two-day program. The Workshops provide a venue and format for your Rep Advisors to interact and learn from both peers and industry professionals.

What The Program Manager Needs to Know (PDF file)
Sign Up Your Advisors (PDF file)
Advisor Profile Questionnaire (PDF file)
Hotel and Travel Information

SUMMARY: Each program starts late morning on Day One and ends early afternoon on Day Two. The agenda includes:

High Level Keynote Speakers: Highly successful professionals provide insights and motivation for sales, client and personal development.

Focused Topic Sessions: Executives in different fields share their expertise and lead discussions focused on the topics that are important to each Advisor’s practice. (Participants select topics that are most important to them from a list of offerings.)

Peer-to-Peer Discussions: This is an opportunity for informal discussion of common issues with peers in similar situations.

Representative Topics:
Working Your Book
Building Lasting Relationships
Serving the Retirement Market
Effective Retirement Income Planning
Time Management
Selling Life and/or Long Term Care Insurance
Working with Different Personalities and Styles
Moving to a Fee-Based Business Model
Building and Managing Your Team

ELIGIBILITY: Attendees must be PRODUCING ADVISORS at depository institutions.
 

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