Key Strategies to Attract and Retain Business Customers

Marketing & Sales

The banking industry aggressively looks for opportunities to grow core business customers and deepen business relationships. In this webinar session, we will discuss four simple steps that can transform your business growth strategy. From all the scrambling some financial institutions do to find magic bullets, solid organic growth does not mean adding more digital widgets or sales quotas. It means executing a series of proven behaviors to grow your business customer base.

Who Should Attend: Business Bankers, Business Development Officers, Marketing Officers, Sales Staff, Executive Officers

Learning Objectives

  • Learn how to significantly increase core business customer growth
  • Explore four simple steps to transform your business growth strategy
  • Discover how to become your business customer’s primary financial institution


David Carlson
Senior Executive Vice President
David Carlson has partnered with financial institutions for more than 15 years, helping them significantly grow core deposits, loans and fee income. David serves on a five-person management team for Haberfeld and leads an internal group who focus on strategic business growth initiatives. He is a frequent speaker at industry conferences on topics such as new customer acquisition strategies, revenue enhancement, strategic planning and sales and marketing initiatives. David holds a bachelor of science degree in business from the University of Nebraska.

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


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