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


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

To request this webinar, submit a request here


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