Highspot

APRIL 9, 2025

In theory, leading a banking and lending sales team should be simple: set the strategy, support your team, and drive growth. From governance and personalization to coaching and measurement, banking sales leaders face no shortage of choices. Rely on training and manual audits. Hold an annual compliance training session.

Banking 52

Banking Face-to-face Government Scale 52

Anthony Cole Training

FEBRUARY 14, 2020

It's a new year and we have some new content to share with you here at Anthony Cole Training Group. If you're looking to increase sales this year and beyond, then you're in the right place!

Tools 230

Tools Hiring Groups Training 230

Anthony Cole Training

NOVEMBER 21, 2019

In our 7th installment of Football & 9 Sales Productivity Tools That Will Change Your Results, we bring you the pivotal and "must-have" Pre-Call Checklist. Going into a sales call without a plan is similar to going into a football game without a game plan; it's a recipe for disaster!

Tools 204

Tools Pivotal Hiring Sales 204

Score More Sales

JULY 22, 2014

I can remember the first day I heard about the search engine – it was early 1999 and it seemed like a nice, helpful tool – not a world game-changer as it has become. How Many Sales Research Tools Are There? There have never been more tools to allow you to search for insight about the contacts you’re speaking with and their company.

Ideal Customer Profile 234

Ideal Customer Profile Banking Engineering Twitter 234

Anthony Cole Training

DECEMBER 9, 2019

In this blog post, we discuss the idea of using older (yet effective) techniques to find success in the chaos of today's selling landscape. Let's face it; with the influx of social media, apps, and online distractions, it is actually harder to reach a prospect than ever before.

Sales Tools 221

Sales Tools Tools Face-to-face Social Media 221

Anthony Cole Training

OCTOBER 1, 2019

In this article, Tony discusses the Sales Probability Scorecard, the second tool in our 9 Sales Productivity Tools series.

Tools 180

Tools Hiring Sales Banking 180

Steven Rosen

MAY 28, 2014

The researchers at MIT in a 2005 study for the Federal Reserve Bank concluded that : As long as the task involved only mechanical skills, bonuses and rewards work. Train your sales managers to teach them how to be great coaches. Develop tools to help them be more efficient. The higher the pay the better the performance.

Motivation 319

Motivation Incentive Incentives Coaching 319

Allego

FEBRUARY 25, 2020

The banking industry is in flux. As one of many sectors disrupted by new technology, banks face changing business models, security threats, new competitors, and regulatory pressures. The good news is that retail and commercial banks can harness this disruptive technology to thrive in a new environment.

Banking 18

Banking Ideal Customer Profile Face-to-face Insurance 18

DiscoverOrg Sales

DECEMBER 18, 2018

Bank of America. SAMPLE SCOOP: A mid-level source has indicated that planned initiatives related to digital transformation, collaboration tools, and purchasing will begin in 6 to 9 months, for which a contingent workforce will be leveraged for support. For sellers, context is everything. Top 10 Most-Prospected-to Industries of 2018.

Company 156

Company Prospecting Oracle Transportation 156

Hubspot Sales

APRIL 23, 2021

That's why the entrepreneur resources and tools below are essential to running a company and keeping your sanity. 29 Resources and Tools for Entrepreneurs. Pricing: Free Tools ($0/month), Growth Suite (starting at $1,343/month). He excelled at talking with clients and needed help crunching numbers. communications platform).

Resources 126

Resources Tools Hubspot Small Business 126

Partners in Excellence

NOVEMBER 19, 2024

.” Finding and fixing problems was like a scientific challenge, which matched my training as a theoretical physicist. I’d wander the halls of Citicorp and Chase Manhattan bank, talking to people, looking for problems. Our job is to provide resources and tools to help them define and solve the problems.

Revelation 126

Revelation Face-to-face Promotion Banking 126

No More Cold Calling

AUGUST 16, 2012

We brainstormed options to train new people at the bank and also to reinforce referral sales skills for others on his team. He asked if I knew a colleague of his at another bank. The client, Jim, is a great connector and frequently invited me for coffee. Jim told me all about his colleague and offered the introduction.

Referrals 207

Referrals Banking Software Software 207

SBI Growth

FEBRUARY 6, 2013

The bank wants monthly statements on it. Before that I spent a small fortune on sales training. With a simple tool, a slingshot, he toppled the giant Goliath. The number. All I ever hear about is the !@#$%^& number. My board asks me about it. The shareholders want me to give guidance on it. Last year we implemented CRM.

Banking 288

Banking Software Software Competition 288

Mr. Inside Sales

APRIL 2, 2021

Your customers (and your bank account) will thank you for it! ON DEMAND SALES TRAINING THAT GETS RESULTS! If your team is struggling with call reluctance and is tired of the endless rejection they face, then get instant access to our On Demand training today. Unlimited License: One to 100 reps can attend for one low price!

Sales Qualified Lead 231

Sales Qualified Lead Face-to-face Advertising Advertising 231

Score More Sales

SEPTEMBER 17, 2012

This was done on Pinterest, a tool that many scoff at for B2B use. I’m laughing all the way to the bank, because I link to each person’s website – good for them, and if they share it, it also shows who the curator is (me). Curate about your products, your services, your industry, or your company.

B2B 194

B2B Opportunity Banking Conference 194

Score More Sales

MAY 23, 2012

How many times have you called your bank or utility to ask a question and were transferred more than a few times? This post was written as part of the IBM for Midsize Business program, which provides midsize businesses with the tools, expertise and solutions they need to become engines of a smarter planet.

Loyalty 201

Loyalty Retail Customer Lead Scoring 201

Sales and Marketing Management

JUNE 15, 2018

This is why a start-up company hired me to build their training department. The firm was targeting the senior market by offering solutions to keep these older people safe in their own homes rather than empty bank accounts to move into senior housing. But I wanted to do more than just offer live training and follow-up coaching.

Hiring 191

Hiring Lead Rank Face-to-face Banking 191

Anthony Cole Training

FEBRUARY 6, 2012

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Tony Cole on TV. Alltop.com.

Coaching 195

Coaching Hiring Ideal Customer Profile Journal 195

Allego

DECEMBER 3, 2024

2025 BISA Annual Convention — March 4-7, Hollywood, Florida BISA (the Bank Insurance & Securities Association’s annual event) will be back again in 2025. From immersive workshops and hands-on sessions to expert-led keynotes and networking opportunities, these events are your gateway to fresh ideas, innovative tools, and proven strategies.

Conference 62

Conference Sales Enablement Biotechnology Hiring 62

Anthony Cole Training

OCTOBER 6, 2023

In our coaching platform, we offer several tools to help in this area and one of the most effective, easy to understand and utilize is sales data insight that comes from regular Sales Huddles. But effective coaching with sales performance data often becomes the greater challenge with sales managers and leaders.

Coaching 328

Coaching CRM System Data 328

Mr. Inside Sales

SEPTEMBER 2, 2023

We convince ourselves that we will only be at peace, feel secure, or be truly happy when we finally have enough money in the bank, when we’re finally debt free, when we’ve received the promotion at work, or when we’re retired—that’s when we’ll be able to relax and enjoy things. ON DEMAND SALES TRAINING THAT GETS RESULTS!

Face-to-face 44

Face-to-face How To Gatekeeper Licensing 44

Awarathon

APRIL 10, 2025

In todays dynamic landscape, Non-Banking Financial Companies (NBFCs) face growing pressure to convert faster, pitch better, and personalize every conversation. Ways Awarathons AI Coach Powers NBFC Sales Success Awarathon is a smart training platform that helps sales teams improve their skills through realistic practice.

Closing 52

Closing Ideal Customer Profile Hiring Banking 52

Anthony Cole Training

DECEMBER 12, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Tony Cole on TV. Alltop.com.

Coaching 190

Coaching Hiring Ideal Customer Profile eBook 190

Anthony Cole Training

JANUARY 16, 2012

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Best in Class Sales Training.

Hiring 197

Hiring Ideal Customer Profile Decision Maker Sales Qualified Lead 197

Allego

FEBRUARY 28, 2024

By leveraging Allego’s comprehensive suite of tools and capabilities, organizations can streamline their sales processes, ensure content compliance, drive revenue growth, and deliver exceptional client experiences. It accelerates skill acquisition, boosts knowledge retention, and delivers faster outcomes.

Insurance 118

Insurance Insurance Face-to-face Banking 118

Anthony Cole Training

MAY 16, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Tony Cole on TV. Alltop.com.

Hiring 185

Hiring Ideal Customer Profile Webinar Metrics eBook 185

Sales and Marketing Management

MARCH 1, 2021

Cespedes, Yuchun Lee and Mark Magnacca A lot of sales training misunderstands how salespeople learn. This is very different from the experience in most training seminars, especially if the instructor lacks the credibility of successful peers. It’s one of our most powerful learning tools. Author: Frank V.

SAP 177

SAP Face-to-face Hiring Exercises 177

Anthony Cole Training

JANUARY 19, 2012

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Tony Cole on TV. Alltop.com.

Hiring 189

Hiring Ideal Customer Profile Conference Sales Qualified Lead 189

Score More Sales

SEPTEMBER 26, 2012

Shoppers would actually put the name of their bank under “company”. This post was written as part of the IBM for Midsize Business program, which provides midsize businesses with the tools, expertise and solutions they need to become engines of a smarter planet. Clearly there was confusion.

Marketing 197

Marketing Banking Social Media Consumer 197

Anthony Cole Training

APRIL 19, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Tony Cole on TV. Alltop.com.

Hiring 180

Hiring Ideal Customer Profile InsideView eBook 180

Anthony Cole Training

APRIL 11, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Best in Class Sales Training.

Hiring 195

Hiring Ideal Customer Profile Energy Demographics 195

Anthony Cole Training

APRIL 13, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Best in Class Sales Training.

Hiring 180

Hiring Ideal Customer Profile Webinar Metrics eBook 180

Anthony Cole Training

OCTOBER 25, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Best in Class Sales Training.

Hiring 180

Hiring Ideal Customer Profile Sales Qualified Lead Webinar Metrics 180

Anthony Cole Training

FEBRUARY 10, 2014

I once spoke with a regional president of a bank that did not believe that selling is like a game. Free Assessment Tools. Anthony Cole Training Website.' I am not one to argue. I don’t care how they do it as long as they defending their position with more than just saying, “I don’t believe…”.

Hiring 167

Hiring Margin Banking Call-back 167

Anthony Cole Training

SEPTEMBER 26, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Best in Class Sales Training.

Hiring 169

Hiring Sales Management Ideal Customer Profile Webinar Metrics 169

Anthony Cole Training

OCTOBER 21, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Best in Class Sales Training.

Hiring 180

Hiring Ideal Customer Profile eBook Webinar Metrics 180

Anthony Cole Training

JUNE 28, 2011

Read Tonys article.recently published in Bank Insurance & Securities Marketing Magazine! Leadership Training (2). sales management training (4). sales tools (25). Sales Training (5). training sales (25). Tony Cole, Founder and CEO of Anthony Cole Training Group. Tony Cole on TV. Alltop.com.

Hiring 175

Hiring Ideal Customer Profile eBook Webinar Metrics 175