Session Description:

As financial institutions continue to feel the pressure on earnings, more and more companies are looking at retention in order to improve their profitability.  Research has shown that by moving your retention rate by just 1%, it can result in millions of dollars to your bottom line.

Beacon and Company’s “Increase Your Retention and Your Bottom Line!” presentation will give you practical steps and techniques you can put to work immediately to have your entire organization focus on retaining and growing your best relationships. In this session, we will:

• address the key reasons why customers leave
• show you who’s most likely at risk in your organization
• share the steps you can take to improve and solidify existing relationships
• discuss ways you can respond to client dissatisfaction with both service and pricing

Finally, you’ll walk away knowing the mission-critical steps needed for a successful retention process.

This session is appropriate for senior financial executives with responsibility for Sales and Growth, Deposit and Loan Acquisition, Retail Branch and Call Center Management, Marketing, Product Management and Customer Loyalty.
 

Telephone Conference Presentation
On Tuesday, July 1, 2008
At 2:30 Eastern/11:30 Pacific

Presentation by:
 
Joann Noble
National Sales Director
Beacon and Company

jnoble@beaconandcompany.com 
 

About Joann Noble:
Joann Noble, Beacon and Company’s National Sales Director, has more than 20 years of business development, marketing and sales management experience with both regional and national financial institutions.  Most recently, Joann has led client acquisition and development efforts for multi-national high technology companies providing Retail Banking Solutions globally.

She has won multiple national awards for sales achievement and has led major strategic initiatives for creating client-centric sales organizations. 

Joann received her Master’s and Bachelor’s degree from the Pennsylvania State University.

About Beacon and Company:

Beacon partners with national and international organizations to improve their sales management, coaching and leadership results.   Our flagship product, Beacon Sales Coach©, is a proven process that provides more than 50 sales management meetings online to help banks and credit unions train at their own pace, on the topics that are most important to them. 

Sales Coach targets customer retention, cross-selling and new business to build relationships and maximize revenues.  The meeting topics range from how to differentiate your company from the competition to recognizing sales and service clues to facing competitive challenges. And each meeting follows the consistent Sales Coach process, with tips on preparation, conducting the meeting, gaining commitment from your staff and coaching for success.

 www.beaconandcompany.com