Event Profile

Building a strong portfolio is critical for every commercial banker, but prospecting is tough. It takes discipline, resilience, and a clear, practical plan. Many bankers overlook the basic information and resources available to help them open doors and build a healthy pipeline.  

Because the pipeline ultimately shapes the portfolio you and your bank want, you need a strategy that connects you with the right prospects, those who truly benefit from your expertise.  

This session explains how to structure your prospecting, target the right prospects, use key information sources effectively, and increase your overall success rate.  

Learning Objectives:

• Identify personal qualities such as discipline, consistency, and resilience, that support successful prospecting.
• Develop a step-by-step prospecting framework that supports your portfolio goals and your bank’s strategies.
• Apply insights from your plan to refine your pipeline and convert more prospects into clients.

Duration: 60-minutes  

Presented live and recorded on 02/26/26.