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About Us / Solutions / Consulting & Training / Quarterly Branch Insights Series

Quarterly Branch Insights Series

New in 2024, FSI’s Client Support and Training team has created a Quarterly Branch Insight Series (QBI), 30-minute Zoom sessions tailored for those actively involved in the in-store branches. This series aims to provide comprehensive understanding and equip team members with valuable insights to enhance their skills and contribute to overall branch success. This is an FSI Member* benefit.

Key Objectives:

  1. Stay Informed: Gain insights into latest trends and best practices.
  2. Engage in Discussions: Connect with industry experts and professionals.
  3. Acquire Practical Knowledge: Equip with actionable insights and tools.

Attending these sessions will keep your team ahead of the curve, providing valuable, concise, and impactful sessions.

2024 Session Dates:

  • March 20, 2024: QBI Session 1: “Branch Blueprint for Success.”
    The first session, “Branch Blueprint for Success,” on March 20, 2024, will focus on creating a strong foundation for in-store success. While tailored for in-store clients, future sessions are inclusive of all retail branches, with varied formats including guest speakers and best practices sharing.
  • June 26, 2024: QBI Session 2: “Building on Success: In-Store Best Practices Unveiled”. This session will cover the following topics:
    • Building a Strong Team Culture
    • Developing a Strong Retail Partnership
    • Creating Effective and Fun Promotions
    • Strengthening Your Business Development Program
  • September 25, 2024: QBI Session 3: “Building Strong Connections: The Art of Sales Conversations”
  • December 4, 2024: QBI Session 4: “VISION 2025: Unleash Your Potential and Shape the Future”

While topics are included, they may change based on feedback and industry needs.

* An FSI Member is defined as a person working at or with an FSI Member Branch, which is currently open for business, or who has attended FSI Executive Planning. An FSI Member Branch is a branch facility that is currently under a Consulting/Training Agreement with Financial Supermarkets, Inc. Some limitations apply. Need more insight on the Quarterly Branch Insight Series? Contact us.

2024 Conference Resources and Slide Show has been uploaded to our site!
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