Pipeline Builder Series: Creating Quality Warm Introductions


The bulk of lenders and relationship managers today get much their deal flow through referrals from traditional COIs such as brokers, CPAs, and customers. Almost every banker in every market has used this approach to generate new business over the past three decades. Current sources of referrals represent less than five percent of a banker’s network. This WiBinar will review ways to discover a whole new world of opportunities for generating far more high-quality warm introductions.

To request playback, email Montana Townsend at mtownsend@westernbankers.com​

Learning Objectives

  • Distinguish between in-bound and out-bound business development strategies
  • Review the traditional referral sources every banker uses
  • Discuss non-traditional referral sources most bankers never even think to utilize


Ray Adler
Founder, President, & CEO
BTI Growth Advisors

WiBinar 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 WiBinar

This WiBinar is ideal for

Chief Credit Officer, Commercial Lender, Relationship Manager, Director of Marketing, Marketing Manager