Banker Tips > Articles by: Chris C

Author Archive: Chris C

The Banker’s Guide to Effective Preplanning for Prospect Meetings

Author: Chris C September 20, 2015 0 Comments

I’m a planner. I plan for every meeting be it a huge opportunity or a smaller opportunity, a long presentation or a brief presentation, and whether it’s a quick cup of coffee or a deep dive session into a client’s…
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Prospecting, Sales

featured, industry research, preplanning, sales presentations

How to Warm a Cold Call (or Online Prospecting for Lenders)

Author: Chris C September 18, 2015 0 Comments

I read so many articles and see so many books published every year that talk about tactics for successful cold calling. While it is true that cold calling is still a key skill to be developed in any sales organization,…
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Prospecting, Research, Sales

business banking, cold calling, commercial lending, linkedin for bankers, linkedin for lenders, new clients, prospecting