GSB Logo

Please log-in to purchase.

Purchasing for others?

Learn How
Please log into your account at using your own credentials before adding programs to your cart. (If you don't have an account, you'll need to create one; if you have forgotten your password, you can reset it.)
If you'd like to purchase for someone else, or use a payment method associated with another employee, you'll be prompted for that information on a future screen – but please use only your own credentials when making the initial program selection.

Prospecting – Conduct Persuasive Prospect Meetings & Create Compelling Proposals-Fa23


Additional information

Ols date


Recording available



Joe Micallef


Grow Up Sales Consulting

Target Audience

Commercial bankers, financial planners, mortgage lenders, retail officers

Program Time

2:00-3:30 p.m. CT

Ols duration

90 minutes

All bankers know how to conduct customer meetings, but very few bankers know how to effectively differentiate themselves and convince the prospect that they are the right finance provider for them.

As competition grows, your ability to impress a prospect in a meeting is becoming more critical for success. Do you have a formal meeting process that you consistently review to improve your chances of gaining the outcomes you want from every meeting?

After a great meeting are you providing the customer with a customized proposal that confirms their needs and highlights your compelling solution, or are you simply sending a term sheet and marketing collateral?

You have limited opportunities to make a great impression on a prospect, so it’s important you learn better ways to impress.

During this insightful webinar, Joe Micallef will share his powerful meeting process that will help you make a great impression and create a proposal that your prospect cannot say “no” to.

This presentation will cover the following areas/topics:
• Meet like a Valuable Finance Professional (Not a Service Provider)
• The Value of a Formal Meeting Process
• 9 Simple Steps to Getting More Prospects to buy from You
• Create Compelling Proposals That Guarantee Prospects Will Say Yes
• How to Effectively Present Your Proposals