Executive Planning Session

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

Financial Institution/Retailer Team: 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 the In-Store Sales Training Session provided to the in-store staff

Rethinking Marketing: The unique environment of an in-store financial center requires traditional and non-traditional approaches to marketing. Management will be given proven examples of effective marketing within the retail environment, such as FSI's soft sell approach, "Make a Friend, Make a Customer".