Does this sound remotely familiar to you?
You know that you need to bring more value to the relationship that you have with bank/credit union advisors so you offer your services to perform a branch referral training.
The advisor arranges with the branch manager to have all employees present for an 8:15 AM meeting – including a couple of folks that are normally off on the day of the meeting.
That morning you stop off and grab some bagels to bring to the meeting as you know that food is a great ice breaker for any bank/credit union branch.
After a glowing introduction by the advisor and the branch manager you start your training.
