Lein Consulting

Selling services is an art that gets better with time and experience. At Lein Consulting we have participating in numerous sales training seminars, read books by top selling authors, attended numerous national Association for Financial Professionals conferences and most importantly we have over three decades of real life experience calling on all sizes of companies.

Pooling all of our knowledge has allowed us to share best practices we have learned that provide the best chance of success. Below are a few of the high level topics we cover in sales training:

  • Pre call planning
  • Conducting the call
  • Building rapport
  • Asking probing questions
  • “Listening” to the customer
  • Recounting to the customer

We invite you to visit with Lein Consulting for a free consultation to see if we may be a good fit for the sales training of your business development staff.

Pre Call Planning

Lein Consulting offers consulting, training and advisory services for banks that offer Treasury Management Products and Services. The founder, Steve Lein,  spent 46 years in the banking             industry 37 of which were specific to Treasury Management. As a Certified Treasury Management Professional, CTP, our founder has developed business for banks in Louisiana, Oklahoma and Texas. This includes the evaluation of many RFPs from Public Fund, Municipality, Large Hospital, Corporation, Governmental Entity and other similar industries.

We have called in person on companies in numerous large cities, New Orleans, Baton Rouge, Dallas, Houston, Oklahoma City, Tulsa, Fort Worth and many other medium to smaller cities. In addition, through support of National Lending and Health Care Syndications we have called remotely and developed meaningful Treasury Management relations for many other large, medium and small corporations. These in such cities as New York, Chicago, Cleveland, and Los Angeles to name a few.

Our team has a passion for the Treasury Management industry and a strong desire to share that passion and experience with banks and their business development staff. If you are seeking expertise in this field please reach out to Lein Consulting.

 

Lein Consulting

stephenpaullein@gmail.com

(405) 902-0990