Prospecting & the Pandemic: Tools for Success During COVID-19


Sep 18, 2020

03:00 pm – 4:30 pm EST
(90-minute webinar – recording also available)

Did the pandemic decimate your business development process?  How do you build and maintain the personal relationships and trust that are fundamental to banking without being face-to-face?  Learn the prospecting aspect of maintaining and gaining market share in today’s world.


The pandemic has drastically changed the way financial institutions conduct business, especially with sustaining and growing market share.  While in-person encounters are limited, it is especially important to have successful methods for personal connections.  With today’s challenges, it’s never been more critical to have a proven, easily adaptable business development platform.  Do you have one? 

This webinar will provide a step-by-step process to successfully plan, prospect, perform, and produce for the duration of COVID-19.  It will include three steps to successful “pandemic prospecting.”  You’ll also learn about “Pipeline 10,” a customized business-building platform that turns busy days into productive ones.