This is a rebroadcast of a session that was recorded on the 6th of July 2016.
This webinar will provide the Banker with a strong background in banking for the medical, legal, and accounting professional. The webinar will address the three most important issues in providing bank products and services to these professionals including Marketing to the practice, Financing the practice, and Managing the relationship.
The marketing section will cover “targeting” the bank’s products/services to fulfill the banking needs of doctors (MDs, dentists, optometrists), attorneys, and CPAs. The “mind-set” of these practitioners will also be reviewed.
The financing section will include typical bank “lending” and “deposit services” and effective “credit underwriting” of the professional practice including financial statement and cash flow analyses.
The relationship management section will explore ways to more effectively work with the professional, from a “psychological” standpoint, and better interact with their office manager and staff.
Case studies will be utilized throughout the webinar to reinforce the concepts.