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Retain and Deepen Relationships in a Turbulent Market
(See Session Description Below Sample Slides)

Session Description

As customers become more anxious about their savings and their ability to borrow, and 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 moving your retention rate by just 1% can result in millions of dollars to your bottom line.

Beacon and Company’s “Retain and Deepen Relationships in a Turbulent Market” 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:

prepare your team to diffuse your customers’ anxiety
reinforce your company’s role as a market leader and your team’s role as financial professionals
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.

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Telephone Conference Presentation
On Tuesday, October 21st, 2008
At 2:30 Eastern/11:30 Pacific

Presentation by:
Phil Carney
National Sales Director
Beacon and Company

pcarney@beaconandcompany.com

About Phil Carney:

•

Prior to joining Beacon as National Sales Director, Phil was an award-winning regional sales manager for Verizon, recognized annually at the prestigious Chairman’s Club for his outstanding sales and service results. In addition to his sales management expertise, Phil has extensive marketing and systems experience, which he draws on to provide recommendations to leverage internal synergies to help organizations become more successful.

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 meetings online to help banks and credit unions train at their own pace, on the topics that are most important to them.

Additional information about Beacon Sales Coach is available at www.beaconandcompany.com.

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