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    • Home
    • Webinars & Education
    • Books
    • Podcasts
    • About Me
    • Keynote Speaker
    • Client List
    • Sales Training Videos
    • Texas National Bank
    • FoL - Class of 2025
    • Superior National Bank
    • Speaking Topics
    • First National Banks
    • Paintings

Signed in as:

filler@godaddy.com

  • Home
  • Webinars & Education
  • Books
  • Podcasts
  • About Me
  • Keynote Speaker
  • Client List
  • Sales Training Videos
  • Texas National Bank
  • FoL - Class of 2025
  • Superior National Bank
  • Speaking Topics
  • First National Banks
  • Paintings

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Frequently Asked Questions

What's your process?

1. Assessment - I conduct a 360 assessment of your leadership team. 

2. Review Findings - I review the results with you and determine the skills that need to be developed.

3. Agree on approach - Choose the right approach: onsite, online, blended, etc.

4. Implement - 

5. Measure - Conduct second 360 assessment to measure improvement.


Email me to schedule a call.

Do you have to be onsite?

Absolutely not! There are so many options: onsite, online, virtual, recorded, and more. This is why it's important to talk first and walk through what you need and how best to help you. 

Email me to schedule a call.

Do you only work with banks and credit unions?

No. Leadership skills are important in EVERY industry. Same with Sales Skills. Regardless of your industry, connecting with people and helping them are key. 


Over my career I've worked with banks, credit unions, investment firms, car dealerships, oil field services, public schools, colleges, and municipalities, and probably a few others I've forgotten about...

Email me to schedule a call.

Can you speak at our leadership retreat?

Yes! I'd love to. I've hosted leadership retreats for several banks and credit unions. And it doesn't matter if it's for a couple of hours or all day. Let's talk about the leadership group, your goals, and more. 

Email me to schedule a call.

Do you speak at conferences?

Yes, of course! I've been a keynote presenter, a breakout facilitator, and a remote facilitator. Let's talk more about the topics, audience, location, and more. 

Email me to schedule a call.

Can you customize your training for our bank or credit union?

I sure can. Let's talk more about what you want customized. Is it just the logo or do you want your values/mission reflected in the training? 

Email me to schedule a call.

This is all great. But how much does it cost?

Great question. It depends on your needs, your budget, your timeline. The first step is to talk. 

Email me to schedule a call.

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save the date: october 22 & 23

Come on up to Connecticut this fall for leaves, learning, and leading. Sales Training and Leadership Training.

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