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What our Clients are Saying
 

Here's a sampling of what our clients have to say about our Webinars:

"Monday's presentation on Prospecting Deposit Rich Businesses was one of the best we have seen from your organization. Buck moves quickly and covers a vast amount of material, some of which I plan to place great emphasis on with my salespeople. This is a presentation that I will want my people to view again"

Bart Roberts, SVP
Sun West Bank, Nevada

"I want to again compliment you on the Medical Practices presentation. We have been considering some products specialized toward medical professionals. The knowledge of what it will take to be truly successful making inroads to this sector was invaluable. It will assist us in determining if we throw the resources behind this sector, how we will go about doing it, and gives us a realistic time frame for success."

Gerald R McKee, VP, Business Development Officer
Cornerstone Bank, Mount Laurel NJ

"I feel comfortable in giving a big thumbs up to the Webinar series. The constant reinforcement is important and is helping us to implement the conversion to a sales culture that all community banks struggle with. As management, we genuinely believe in Buck Bierly's approach to generating business and will continue to use his message with our sales force."

Peter Pelham, EVP
Bank of Marin, Novato, CA

"The overall consensus of our Business Banker group is the material and presentation is solid. Repetitive drilling down various parts of the process will ingrain said processes to where they are second nature and become a way to do business."

Dave Wagner, Minnesota Regional Bank President
Mid-Country Banks

"The sales Webinars have changed the approach we currently take, in making customer calls. In the past we would lead with the typical five points mentioned in the Webinars:
1. Where do you bank;
2. What is your rate;
3. Are you happy with your current banking relationship?
4. If you could change two things about your bank, what would you change?
5. Give me your last couple of bank statements/financials and let me see what we can do!
This approach leads to being the "cheapest" bank in town, and not necessarily focused on relationship building. We now complete a customer profile; utilize the industry info from First Research and lead with HSA's, RDC, Cash Mgmt, etc. I also have the lenders forwarding the economic news from First Research to prospects and customers. They will see this as something of value and will have more of a tendency to listen to our lenders on repeat calls"

Randy Forby
Southern Illinois Regional Bank President
Mid-Country Bank

"Overall, I found the session to be very interesting and informative. The session included some very good, useful information that I am looking forward to sharing with the people in our new business advisor position."

Rita Shrader, SVP
Irwin Union Bank

"We all really like your method of focusing on a specific industry, rather than businesses in general. In addition, we feel the biggest benefit comes from having people in those specific industries on the call to talk more about their business and to answer very detailed questions that you have put together. We are looking forward to hearing more with this format!"

Karla Rendall, VP
Vantus Bank, Sioux Falls, SD

"Several of us watched this live Webinar on Medical Practices and we all agreed that it was probably one of the best we have seen so far. There was good detail on resources available to bankers and material on how to handle calls on medical groups."

Ellen Howard, VP
C&F Bank, West Point, VA

"Your visiting expert Jim Unland was not only well credentialed, but he appeared to have his feet well grounded in real-life experiences including current on-target analysis of the industry (i.e. Technological & Treatment Advances, Distribution of Physicians, relative compensation analysis, etc.)"

Bruce Foust, SVP
Chittenden Bank, Burlington, VT

 
   
   
110 N. Phoenixville Pike, Suite 200, Malvern, PA 19355 • 888.586.1044 • Fax: 610.296.4775