Transform Your Banking Teams:
Build Unwavering Clarity, Capability, and Commitment for Ultimate Performance
Equip your Relationship Bankers with the tools and strategies to achieve laser focus through Clarity, develop in-demand Capabilities, and fuel their drive with unshakeable Commitment – the foundation for exceeding every target.
Transform Your Banking Teams:
Build Unwavering Clarity, Capability, and Commitment for Ultimate Performance
Equip your Relationship Bankers to acquire the tools and strategies to achieve laser focus through Clarity, develop in-demand Capabilities, and fuel their drive with unshakeable Commitment – the foundation for exceeding every target.
Transform Your Banking Teams:
Build Unwavering Clarity, Capability, and Commitment for Ultimate Performance
Equip your Relationship Bankers to acquire the tools and strategies to achieve laser focus through Clarity, develop in-demand Capabilities, and fuel their drive with unshakeable Commitment – the foundation for exceeding every target.
STRATEGIC ADVANTAGES FOR BANK LEADERS
The benefits of this workshop extend beyond individual team members – as a Bank Leader, you gain enhanced clarity, improved team cohesion, and greater control over critical performance outcomes.
Here's how the 3 Keys to Ultimate Performance Workshop strategically empowers your leadership:
Empowered Teams,
Reduced Micromanagement
Equip your team with structured frameworks and performance habits, enabling you to lead with confidence and trust, minimizing the need for constant oversight.
Clear Visibility into
Team Capabilities
Gain valuable insights into your team's mindset, challenges, and strengths, allowing for more targeted coaching and resource allocation.
Streamlined Operations,
Less Reactive Management
When your team prioritizes effectively with clarity and operates with strong self-management driven by commitment, you spend less time resolving issues and more time on strategic leadership initiatives.
Cultivate a High-Performance Culture
Embed a shared vision and rhythm of performance across your team, facilitating more effective coaching, driving KPI improvement, and boosting overall team energy.
Foster Accountability and Collaborative Growth
Witness your team actively supporting each other, upholding higher standards, and sharing ownership of collective success.
Achieve Strategic
Leadership Objectives
Whether your focus is on improving client retention, deepening relationships, expanding portfolios, or consistently exceeding performance metrics, this workshop provides a powerful lever for scalable and sustainable change.
STRATEGIC ADVANTAGES FOR BANK LEADERS
The benefits of this workshop extend beyond individual team members – as a Bank Leader, you gain enhanced clarity, improved team cohesion, and greater control over critical performance outcomes.
Here's how the 3 Keys to Ultimate Performance Workshop strategically empowers your leadership:
Empowered Teams,
Reduced Micromanagement
Equip your team with structured frameworks and performance habits, enabling you to lead with confidence and trust, minimizing the need for constant oversight.
Clear Visibility into
Team Capabilities
Gain valuable insights into your team's mindset, challenges, and strengths, allowing for more targeted coaching and resource allocation.
Streamlined Operations,
Less Reactive Management
When your team prioritizes effectively with clarity and operates with strong self-management driven by commitment, you spend less time resolving issues and more time on strategic leadership initiatives.
Cultivate a High-Performance Culture
Embed a shared language and rhythm of performance across your team, facilitating more effective coaching, driving KPI improvement, and boosting overall team energy.
Foster Accountability and Collaborative Growth
Witness your team actively supporting each other, upholding higher standards, and sharing ownership of collective success.
Achieve Strategic
Leadership Objectives
Whether your focus is on improving client retention, deepening relationships, expanding portfolios, or consistently exceeding performance metrics, this workshop provides a powerful lever for scalable and sustainable change.
STRATEGIC ADVANTAGES FOR BANK LEADERS
The benefits of this workshop extend beyond individual team members – as a Bank Leader, you gain enhanced clarity, improved team cohesion, and greater control over critical performance outcomes.
Here's how the 3 Keys to Ultimate Performance Workshop strategically empowers your leadership:
Empowered Teams,
Reduced Micromanagement
Equip your team with structured frameworks and performance habits, enabling you to lead with confidence and trust, minimizing the need for constant oversight.
Clear Visibility into
Team Capabilities
Gain valuable insights into your team's mindset, challenges, and strengths, allowing for more targeted coaching and resource allocation.
Streamlined Operations,
Less Reactive Management
When your team prioritizes effectively with clarity and operates with strong self-management driven by commitment, you spend less time resolving issues and more time on strategic leadership initiatives.
Cultivate a
High-Performance Culture
Embed a shared language and rhythm of performance across your team, facilitating more effective coaching, driving KPI improvement, and boosting overall team energy.
Foster Accountability and
Collaborative Growth
Witness your team actively supporting each other, upholding higher standards, and sharing ownership of collective success.
Achieve Strategic
Leadership Objectives
Whether your focus is on improving client retention, deepening relationships, expanding portfolios, or consistently exceeding performance metrics, this workshop provides a powerful lever for scalable and sustainable change.
WHAT YOUR TEAM WILL EXPERIENCE
Gain a clear understanding of the transformative content within this powerful session:
Introduction and
Icebreaker: "The Productivity
Reality Check"
Your team will immediately connect with the daily challenges they face, establishing a clear understanding of the need for enhanced performance strategies.
Key 1: Clarity – Mastering
Focus for High-Impact
Results
Empower your bankers to move beyond reactive tasks and adopt proactive leadership, through daily rituals that enhance focus, eliminate distractions, and prioritize high-impact activities.
🛠 Tools: The "One Thing" Rule for Prioritization, Establishing Your Clarity Zone, The Urgency vs. Impact Matrix
Key 2: Capability –
Building Essential Skills
with Speed and Efficiency
Skill development doesn't need to be a lengthy process. Your team will learn to implement micro-habits and focused 30-day sprint plans to rapidly enhance key performance skills on a weekly basis.
🛠 Tools: 30-Day Skill Sprint Planning Frameworks, Capability Self-Assessment Check-ins, Learn-in-the-Moment Growth Strategies
Key 3: Commitment – Sustaining
Drive and Performance
Under Pressure
Even the most skilled bankers can lose momentum. This crucial section focuses on developing sustainable habits and implementing effective accountability strategies to ensure consistent high performance.
🛠 Tools: Commitment Contracts for Goal Adherence, Visual Goal Boards for Tracking Progress, Peer Accountability Circles for Mutual Support
The 3 Keys Performance
Blueprint – Action Planning
Session
Your team will develop their own personalized performance playbook, providing them with an immediate framework to take control of their overall performance.
Final Reflection &
3-Day Action Implementation
Challenge
The session concludes with a practical challenge designed to maintain momentum and a clear action plan for immediate implementation.
WHAT YOUR TEAM WILL EXPERIENCE
Gain a clear understanding of the transformative content within this powerful session:
Introduction and Icebreaker: "The Productivity
Reality Check"
Your team will immediately connect with the daily challenges they face, establishing a clear understanding of the need for enhanced performance strategies.
Key 1: Clarity – Mastering
Focus for High-Impact
Results
Empower your bankers to move beyond reactive tasks and adopt proactive leadership, through daily rituals that enhance focus, eliminate distractions, and prioritize high-impact activities.
🛠 Tools: The "One Thing" Rule for Prioritization, Establishing Your Clarity Zone, The Urgency vs. Impact Matrix
Key 2: Capability – Building Essential Skills with Speed
and Efficiency
Skill development doesn't need to be a lengthy process. Your team will learn to implement micro-habits and focused 30-day sprint plans to rapidly enhance key performance skills on a weekly basis.
🛠 Tools: 30-Day Skill Sprint Planning Frameworks, Capability Self-Assessment Check-ins, Learn-in-the-Moment Growth Strategies
Key 3: Commitment – Sustaining Drive and Performance Under Pressure
Even the most skilled bankers can lose momentum. This crucial section focuses on developing sustainable habits and implementing effective accountability strategies to ensure consistent high performance.
🛠 Tools: Commitment Contracts for Goal Adherence, Visual Goal Boards for Tracking Progress, Peer Accountability Circles for Mutual Support
The 3 Keys Performance Blueprint – Action Planning Session
Your team will develop their own personalized performance playbook, providing them with an immediate framework to take control of their time, portfolio, and overall performance.
Final Reflection & 3-Day Action Implementation Challenge
The session concludes with a practical challenge designed to maintain momentum and a clear action plan for immediate implementation.
WHAT YOUR TEAM WILL EXPERIENCE
Gain a clear understanding of the transformative content within this powerful session:
Introduction and Icebreaker:
"The Productivity Reality Check"
Your team will immediately connect with the daily challenges they face, establishing a clear understanding of the need for enhanced performance strategies.
Key 1: Clarity – Mastering Focus
for High-Impact Results
Empower your bankers to move beyond reactive tasks and adopt proactive leadership, through daily rituals that enhance focus, eliminate distractions, and prioritize high-impact activities.
🛠 Tools: The "One Thing" Rule for Prioritization, Establishing Your Clarity Zone, The Urgency vs. Impact Matrix
Key 2: Capability – Building Essential
Skills with Speed and Efficiency
Skill development doesn't need to be a lengthy process. Your team will learn to implement micro-habits and focused 30-day sprint plans to rapidly enhance key performance skills on a weekly basis.
🛠 Tools: 30-Day Skill Sprint Planning Frameworks, Capability Self-Assessment Check-ins, Learn-in-the-Moment Growth Strategies
Key 3: Commitment – Sustaining Drive and Performance Under Pressure
Even the most skilled bankers can lose momentum. This crucial section focuses on developing sustainable habits and implementing effective accountability strategies to ensure consistent high performance.
🛠 Tools: Commitment Contracts for Goal Adherence, Visual Goal Boards for Tracking Progress, Peer Accountability Circles for Mutual Support
The 3 Keys Performance Blueprint –
Action Planning Session
Your team will develop their own personalized performance playbook, providing them with an immediate framework to take control of their time, portfolio, and overall performance.
Final Reflection & 3-Day Action
Implementation Challenge
The session concludes with a practical challenge designed to maintain momentum and a clear action plan for immediate implementation.
What’s Included in This Workshop
Here’s everything your team will get as part of this powerful 60-minute coaching experience:
Expert-Led Group Discussions
- Facilitated, candid conversations addressing the core challenges faced by Relationship Bankers.
- Valuable peer learning and collaborative insights.
- Guided reflections and interactive breakout sessions
Comprehensive Digital & Printable Workshop Materials
- 3 Keys to Ultimate Performance Blueprint Worksheet (fillable and printable).
- Urgency vs. Impact Matrix Template for effective prioritization.
- 30-Day Skill Sprint Planning Template for focused capability growth.
- Commitment Contract Template to reinforce personal motivation.
- Clarity Zone Desk Setup Checklist for an optimized work environment
Actionable Tools & Frameworks
- The "One Thing" Daily Focus Method.
- The 30-Day Skill Sprint Framework.
- Visual Commitment Board Guide.
- Friday Reflection Ritual Guide for continuous improvement.
- Learn-in-the-Moment Growth Strategy
Post-Workshop Reinforcement Resources
- Team Leader Coaching Guide to sustain momentum.
- 1-on-1 Discussion Prompts to reinforce the 3 Keys in team meetings.
- Peer Accountability Circle Setup Tips for ongoing support
The 3-Day Action Challenge Pack
- Day 1: Clarity Focus Exercise.
- Day 2: Capability Micro-Learning Sprint.
- Day 3: Commitment Sharing and Action Debrief.
What’s Included in This Workshop
Here’s everything your team will get as part of this powerful 60-minute coaching experience:
Expert-Led Group Discussions
- Facilitated, candid conversations addressing the core challenges faced by Relationship Bankers.
- Valuable peer learning and collaborative insights.
- Guided reflections and interactive breakout sessions
Comprehensive Digital & Printable Workshop Materials
- 3 Keys to Ultimate Performance Blueprint Worksheet (fillable and printable).
- Urgency vs. Impact Matrix Template for effective prioritization.
- 30-Day Skill Sprint Planning Template for focused capability growth.
- Commitment Contract Template to reinforce personal motivation.
- Clarity Zone Desk Setup Checklist for an optimized work environment
Actionable Tools & Frameworks
- The "One Thing" Daily Focus Method.
- The 30-Day Skill Sprint Framework.
- Visual Commitment Board Guide.
- Friday Reflection Ritual Guide for continuous improvement.
- Learn-in-the-Moment Growth Strategy
Post-Workshop Reinforcement Resources
- Team Leader Coaching Guide to sustain momentum.
- 1-on-1 Discussion Prompts to reinforce the 3 Keys in team meetings.
- Peer Accountability Circle Setup Tips for ongoing support
The 3-Day Action Challenge Pack
- Day 1: Clarity Focus Exercise.
- Day 2: Capability Micro-Learning Sprint.
- Day 3: Commitment Sharing and Action Debrief.
What’s Included in This Workshop
Here’s everything your team will get as part of this
powerful 60-minute coaching experience:
Expert-Led Group
Discussions
- Facilitated, candid conversations addressing the core challenges faced by Relationship Bankers.
- Valuable peer learning and collaborative insights.
- Guided reflections and interactive breakout sessions
Comprehensive Digital
& Printable Workshop Materials
- 3 Keys to Ultimate Performance Blueprint Worksheet (fillable and printable).
- Urgency vs. Impact Matrix Template for effective prioritization.
- 30-Day Skill Sprint Planning Template for focused capability growth.
- Commitment Contract Template to reinforce personal motivation.
- Clarity Zone Desk Setup Checklist for an optimized work environment
Actionable Tools &
Frameworks
- The "One Thing" Daily Focus Method.
- The 30-Day Skill Sprint Framework.
- Visual Commitment Board Guide.
- Friday Reflection Ritual Guide for continuous improvement.
- Learn-in-the-Moment Growth Strategy
Post-Workshop
Reinforcement
Resources
- Team Leader Coaching Guide to sustain momentum.
- 1-on-1 Discussion Prompts to reinforce the 3 Keys in team meetings.
- Peer Accountability Circle Setup Tips for ongoing support
The 3-Day Action Challenge Pack
- Day 1: Clarity Focus Exercise.
- Day 2: Capability Micro-Learning Sprint.
- Day 3: Commitment Sharing and Action Debrief.
Relationship Bankers are juggling a lot, including performance targets, attracting new business, increasing customer demands, and constant internal admin.
The result? Burnout, reactive management, and missed opportunities.
This workshop is your SOLUTION
In today’s high-pressure banking environment, Relationship Bankers are juggling performance targets, increasing customer demands, and constant reactive tasks. The result? Burnout, low impact, and missed opportunities.
This workshop is your SOLUTION
This isn’t your typical theory-heavy seminar.
It's a dynamic, results-oriented coaching workshop centered around the three fundamental drivers of ultimate performance:
Clarity: Cut through the noise, and drive laser-focus on the activities that yield the most significant results.
Capability: Develop critical skills and competencies rapidly, through targeted, short, practical steps.
Commitment: Build sustainable momentum, and maintain peak performance, even under intense pressure.
This isn’t your typical theory-heavy seminar.
It's a dynamic, results-oriented coaching workshop centered around the three fundamental drivers of ultimate performance:
Clarity: Cut through the noise, and drive laser-focus on the activities that yield the most significant results.
Capability: Develop critical skills and competencies rapidly, through targeted, short, practical steps.
Commitment: Build sustainable momentum, and maintain peak performance, even under intense pressure.
This isn’t your typical theory-heavy seminar.
It's a dynamic, results-oriented coaching workshop centered around the three fundamental drivers of ultimate performance:
Clarity: Cut through the noise, and drive laser-focus on the activities that yield the most significant results.
Capability: Develop critical skills and competencies rapidly, through targeted, short, practical steps.
Commitment: Build sustainable momentum, and maintain peak performance, even under intense pressure.
KEY PERFORMANCE OUTCOMES FOR YOUR TEAM
Achieve Strategic Focus and Eliminate Reactive Firefighting
Rapidly Develop Tangible and Relevant Skills
Maintain Consistent Drive and Commitment Under Pressure
Implement a Daily Blueprint for Sustained High Performance
Strengthening Team Accountability and Collaborative Learning
KEY PERFORMANCE OUTCOMES FOR YOUR TEAM
Achieve Strategic Focus and Eliminate Reactive Firefighting
Rapidly Develop Tangible and Relevant Skills
Maintain Consistent Drive and Commitment Under Pressure
Implement a Daily Blueprint for Sustained High Performance
Strengthening Team Accountability and Collaborative Learning
Ready to Transform Your Team's
Performance?
👉 Schedule a Performance Transformation Session for Your Team Today.
Let's convert pressure into peak performance, and reignite exceptional results in Relationship Banking!
Ready to Transform Your Team's
Performance?
This workshop represents a high-impact, efficient investment in your team's future success. Whether you lead a high-performing team seeking to reach new heights, or aim to unlock untapped potential, the 3 Keys to Ultimate Performance Workshop delivers lasting, measurable change in just one hour.
👉 Schedule a Performance Transformation Session for Your Team Today.
Let's convert pressure into peak performance, and reignite exceptional
results in Relationship Banking!
Ready to Transform Your Team's Performance?
This workshop represents a high-impact, efficient investment in your team's future success. Whether you lead a high-performing team seeking to reach new heights, or aim to unlock untapped potential, the 3 Keys to Ultimate Performance Workshop delivers lasting, measurable change in just one hour.
👉 Schedule a Performance Transformation Session
for Your Team Today.
Let's convert pressure into peak performance, and reignite exceptional results in Relationship Banking!
Meet Jason.
With over 30 years of frontline and leadership experience across four countries, Jason has risen from his first banking job in the mailroom, to the C-Suite, leading relationship banking teams to exceptional success.
His passion for performance improvement, coaching, and customer captivation, drives him to share the best practices he’s learned during his journey, as well as from top-performing leaders and bankers he's met along the way.
Jason is the creator of the world’s only step-by-step, proven, results-guaranteed, performance uplift program for Relationship Bankers. He holds Bachelor’s and Master’s degrees in Commerce and Economics, is an internationally accredited Executive & Leadership Coach, and can be contacted for Consulting, Coaching or Team Training worldwide, directly via his Linkedin profile, or personal website www.jasonguy.au
Meet Jason.
With over 30 years of frontline and leadership experience across four countries, Jason has risen from his first banking job in the mailroom, to the C-Suite, leading relationship banking teams to exceptional success.
His passion for performance improvement, coaching, and customer captivation, drives him to share the best practices he’s learned during his journey, as well as from top-performing leaders and bankers he's met along the way.
Jason is the creator of the world’s only step-by-step, proven, results-guaranteed, performance uplift program for Relationship Bankers. He holds Bachelor’s and Master’s degrees in Commerce and Economics, is an internationally accredited Executive & Leadership Coach, and can be contacted for Consulting, Coaching or Team Training worldwide, directly via his Linkedin profile, or personal website www.jasonguy.au
Meet Jason.
With over 30 years of frontline and leadership experience across four countries, Jason has risen from his first banking job in the mailroom, to the C-Suite, leading relationship banking teams to exceptional success.
His passion for performance improvement, coaching, and customer captivation, drives him to share the best practices he’s learned during his journey, as well as from top-performing leaders and bankers he's met along the way.
Jason is the creator of the world’s only step-by-step, proven, results-guaranteed, performance uplift program for Relationship Bankers. He holds Bachelor’s and Master’s degrees in Commerce and Economics, is an internationally accredited Executive & Leadership Coach, and can be contacted for Consulting, Coaching or Team Training worldwide, directly via his Linkedin profile, or personal website www.jasonguy.au
Relationship Bankers! Join us with our
Gold Banker Membership
Enjoy exclusive access to our FINBA Gold Banker Membership, featuring bite-sized video lessons, tools, PDFs, and eBooks, to master exceeding KPIs, while working less hours, and having a better day at work!
©2025 Finance Business Academy (FINBA) | Privacy
Relationship Bankers!
Join us with our
Gold Banker Membership
Enjoy exclusive access to our FINBA Gold Banker Membership, featuring bite-sized video lessons, tools, PDFs, and eBooks, to master exceeding KPIs, while working less hours, and having a better day at work!
©2025 Finance Business Academy (FINBA) | Privacy