Growing Your Portfolio Using Referral Sources – May 28, 2024


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Date: May 28, 2024
Time: 11:00 a.m. Pacific
Duration: 60 minutes
Price: Complimentary for CUBG Member Credit Unions

Ever wonder what the secret is to being a successful commercial lender? It’s referrals! Before most business owners decide to borrower money, start a business, or switch financial services providers – they talk to a trusted advisor.

In this webinar exclusively for CUBG Member credit unions, CUBG’s Mike Smith will share how your credit union can use centers of influence to make more loans and gain new members.

Join us and discover the best referral sources for commercial lenders. We’ll also discuss how to develop relationships with these professionals and convince them to send their clients to you for their banking needs.


Purchase Terms & Conditions

For live webinars, a full-team registration includes multiple attendees for your credit union. Please include these emails in the notes section at checkout. Each attendee will need a unique login link for access.

Educational materials are proprietary and are not to be shared outside of the participating credit union.

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