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Executive Planning & Sales Training

Executive Planning Session

An FSI training consultant will meet with management team members to address:

  • Retail RELATIONS: Understanding the relationship; taking key steps to secure a mutually beneficial partnership
  • Human Resources: Analyzing key positions; highlighting important personnel characteristics; looking for associates that "fit the mold"; finding optimal staff sizes; exploring performance incentive programs
  • In-Store Sales Training Review: Overview and discussion of In-Store Sales Training provided to the in-store staff
  • Re-thinking Marketing: The unique environment of an in-store financial center requires traditional and non-traditional marketing approaches. FSI experts train your managers in proven retail marketing techniques, based on our unique Make a Friend, Make a Customer® soft-sell system.


In-Store Sales Training

In-Store Sales Training, typically presented a few weeks prior to the branch’s opening, equips the in-store associates to meet the demands of their new retail environment. Senior Management is always welcome and encouraged to participate. A typical class runs approximately eight hours in length and is a hybrid of group dialogue and hands-on initiatives filled with high energy. Subjects covered with in-store associates include:

  • An Industry Overview
  • Developing a Partnership
  • In-store vs. Traditional
  • Team Building
  • Rethinking What “Sales” Means
  • Building Relationships - Make a Friend, Make a Customer
  • Defining Your Target Market
  • Learning Customer Patterns
  • Rethinking Marketing
  • In-store Business Development
  • Creating an Effective PA Program
  • In-store Signage
  • Conducting Effective Promotions
  • Customer Service

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Client Testimonial

"With almost no work on our part, we received knowledgeable insight from a qualified source regarding the impact of our current in-store branch employees, methods, and programs–all of which are major components to our branch's success."

Mandy Clifford, Director of Branch Services
AllSouth Federal Credit Union, Columbia, SC

Client Testimonial

"If you are committed to presenting your branch or organization in the best way possible, you need to understand others' perception of you; FSI's Benchmark Discovery program will help you identify that."

Christina Mijares, Regional Director, Branch Operations
Desert Schools Federal Credit Union, Phoenix, AZ