
7 Mistakes of
Relationship Bankers
Have you missed a sale by 1%? Did you ever feel that you had the sale in the bag, before you discovered the bag had a hole in it?
Over the course of 23 years, I incorporated simple techniques to avoid making mistakes common to relationship bankers. Developing this method I was able to close Credit Card Sales, HELOC’S (Home Equity Line of Credit) and Wealth Management Referrals.
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Incorporating humor led to an increase of 19 % additional closed sales and 8 % more referrals.
Public Speaking & Presentation Skills
Have you ever felt that hiding in a broom closet would be preferable to giving a eulogy? Public speaking is listed as America’s number one fear. Even if you find yourself overcome by “butterflies in your stomach” I can help guide you to make the butterflies fly in formation.
Effective preparation leads to less perspiration!
Through visualization, practice, and giving those butterflies a roadmap, your audiences will respond to your persuasive message.


Job Interviewing
Have you been afraid to apply for your dream job? Have you been skipped over for a job promotion you know you deserved? Ouch!
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I know how painful this is, because I was once there myself.
Let us put a stop to this madness. Come with me on a journey. You design your dream job, dress for success and deliver a presentation that lands you the job you deserve.