Targeting Professional Practices – Recording




Duration: 64 minutes

This webinar recorded live on June 29, 2021, covers how to target professional practice firms like doctors, dentists, and lawyers (and their wealthy owners) for business deposit accounts and loans at your credit union.  Learn tips for building relationships and business in this niche market, and how it can lead to great success.
We also discuss:

  • The difference in various professional practices and their structures
  • The basic borrowing and depository needs of professional practices
  • Valuing professional practices for underwriting
  • Issues and opportunities associated with serving professional practices
  • Sales techniques and getting your foot in the door with these types of professionals
  • The competition – what banks offer to professional practices that you should too

Target Audience: Credit union business development officers, relationship managers, loan officers, branch managers, and executives overseeing the program


Purchase Terms & Conditions
After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.