Pipeline Builder Series: Taking a Formulaic Approach To Relationship Management in 2019

IT, Technology, & Operations

Consider that a business development formula exists that will ensure, with a high degree of predictability, that an institutions relationship managers and lenders will meet and exceed sales goals regardless of interest rates, market conditions or competitive forces. This webinar is designed to explain the process and provide a powerful tool to help commercial bankers to become more productive in 2019.

Who Should Attend: Business Development Officer, Commercial Loan Officer, Junior Loan Officer, Branch Manager


Learning Objectives

  • Discover a fresh approach to the topic of developing quality, new commercial business
  • Identify specific weaknesses and inefficiencies in a commercial bankers’ sales efforts
  • Improve sales management effectiveness


Ray Adler
Founder, President, & CEO
BTI Growth Advisors
For the past 18 years, Ray Adler has successfully guided over 100 high-performing community, business, and regional banks to improve the sales performance of their lenders and RMs. As founder, president, and CEO of San Diego-based BTI Growth Advisors, Ray and his team have created impressive quantitative and qualitative results for banks through the firm’s consulting, coaching, and training services, all of which focus on bank sales culture development.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.


Click here to register online