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How to Talk Finance: How and Why Every Generation Spends Their Money

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Leadership Coaching

Credit Unions
Banks
Finance Companies
Auto Dealers
Utilities

A critical and yet often overlooked component within any organization is having well-equipped coaches. We offer resources to measure, build and polish managers at every level of the organization. Coaching is the single most effective way to simultaneously increase both employee and consumer engagement and buy-in.

Our leadership coaching includes:

A simple 5-step coaching system
Strategies for coaching different behavior styles
An eight-week follow-up course with accountability for application
A leadership model that focuses on achieving a balance between developing people and reaching goals
Strategies for promoting higher performance

CRM, Sales and Performance Software

Build stronger account holder relationships by developing confident, competent and engaged employees through accurate data reporting.

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Ethical Sales and Service Training

Ensure long-term success for your financial institution by implementing consumer centric performance solutions.