Dominate Your Local Market:
Transform your Relationship Bankers into the most trusted and sought-after bankers in their local market, in the next 90 days, attracting premium clients and driving unprecedented growth.
Dominate Your Local Market:
Transform your Relationship Bankers into the most trusted and sought-after bankers in their local market, in the next 90 days, attracting premium clients and driving unprecedented growth.
Dominate Your Local Market:
Transform your Relationship Bankers into the most trusted and sought-after bankers in their local market, in the next 90 days, attracting premium clients and driving unprecedented growth.
Your Relationship Bankers are the frontline ambassadors of your organization. Their personal brand is inextricably linked to your bank's reputation and success. If they are not perceived as knowledgeable experts and indispensable business partners, your bank risks losing valuable clients to competitors whose teams possess that sought-after status.
Banks that empower their bankers to build strong personal brands experience:
Increased Acquisition of High-Value Clients
Because discerning clients seek out trusted financial experts who genuinely understand their needs and aspirations.
Greater Cross-Selling Success
When clients view your team as authoritative advisors, they are more receptive to exploring additional financial solutions aligned with their goals.
Unwavering
Client Loyalty
Bankers who are seen as trusted advisors build enduring relationships, significantly reducing client attrition.
Enhanced Team Confidence and Engagement
A strong personal brand empowers your bankers to communicate with conviction, fostering greater internal collaboration and stronger client trust.
Accelerated and Sustainable Revenue Growth
The most sought-after bankers attract new clients and increased wallet share organically, without constant, resource-intensive chasing.
Your Relationship Bankers are the frontline ambassadors of your institution. Their personal brand is inextricably linked to your bank's reputation and success. If they are not perceived as knowledgeable experts and indispensable business partners, your bank risks losing valuable clients to competitors whose teams possess that sought-after status.
Banks that empower their bankers to build strong personal brands experience:
Increased Acquisition of High-Value Clients
Because discerning clients seek out trusted financial experts who genuinely understand their needs and aspirations.
Greater Cross-Selling Success
When clients view your team as authoritative advisors, they are more receptive to exploring additional financial solutions aligned with their goals.
Unwavering
Client Loyalty
Bankers who are seen as trusted advisors build enduring relationships, significantly reducing client attrition.
Enhanced Team Confidence and Engagement
A strong personal brand empowers your bankers to communicate with conviction, fostering greater internal collaboration and stronger client trust.
Accelerated and Sustainable Revenue Growth
The most sought-after bankers attract new clients and increased wallet share organically, without constant, resource-intensive chasing.
Your Relationship Bankers are the frontline ambassadors of your institution. Their personal brand is inextricably linked to your bank's reputation and success. If they are not perceived as knowledgeable experts and indispensable business partners, your bank risks losing valuable clients to competitors whose teams possess that sought-after status.
Banks that empower their bankers to build strong personal brands experience:
Increased Acquisition of
High-Value Clients
Because discerning clients seek out trusted financial experts who genuinely understand their needs and aspirations.
Greater Cross-Selling
Success
When clients view your team as authoritative advisors, they are more receptive to exploring additional financial solutions aligned with their goals.
Unwavering
Client Loyalty
Bankers who are seen as trusted advisors build enduring relationships, significantly reducing client attrition.
Enhanced Team Confidence
and Engagement
A strong personal brand empowers your bankers to communicate with conviction, fostering greater internal collaboration and stronger client trust.
Accelerated and Sustainable
Revenue Growth
The most sought-after bankers attract new clients and increased wallet share organically, without constant, resource-intensive chasing.
Here's what your team will gain in this transformative session:
The AuthenticEdge Assessment
A candid evaluation of their current personal brand presence and opportunities for immediate improvement.
The Differentiation Mastery Blueprint
Proven strategies to stand out from the competition and become the banker of choice for their ideal clients.
Strategies for Building Unshakeable Credibility & Trust
Learn how to cultivate a reputation that precedes them, fostering client confidence and driving referrals.
Niche Identification
& Authority Positioning
Discover the power of specialization, and how to strategically position as the go-to expert in a profitable niche (even as a generalist banker).
Immediate
Action Plan
The Personal Branding Accelerator: Each banker will leave with a customized, actionable plan to implement their AuthenticEdge immediately.
Here's what your team will gain in this transformative session:
The AuthenticEdge Assessment
A candid evaluation of their current personal brand presence and opportunities for immediate improvement.
The Differentiation Mastery Blueprint
Proven strategies to stand out from the competition and become the banker of choice for their ideal clients.
Strategies for Building Unshakeable Credibility & Trust
Learn how to cultivate a reputation that precedes them, fostering client confidence and driving referrals.
Niche Identification
& Authority Positioning
Discover the power of specialization, and how to strategically position as the go-to expert in a profitable niche (even as a generalist banker).
Immediate
Action Plan
The Personal Branding Accelerator: Each banker will leave with a customized, actionable plan to implement their AuthenticEdge immediately.
Here's what your team will gain in this transformative session:
The AuthenticEdge
Assessment
A candid evaluation of their current personal brand presence and opportunities for immediate improvement.
The Differentiation
Mastery Blueprint
Proven strategies to stand out from the competition and become the banker of choice for their ideal clients.
Strategies for Building
Unshakeable Credibility
& Trust
Learn how to cultivate a reputation that precedes them, fostering client confidence and driving referrals.
Niche Identification
& Authority Positioning
Discover the power of specialization, and how to strategically position as the go-to expert in a profitable niche (even as a generalist banker).
Immediate
Action Plan
The Personal Branding Accelerator: Each banker will leave with a customized, actionable plan to implement their AuthenticEdge immediately.
The #1 Reason Your Bankers Struggle to Build Trust (and How This Workshop Fixes It):
This Workshop is the Solution
The Missing Link in Client Acquisition: Empowering Your Bankers' Personal Brand
The primary reason many Relationship Bankers struggle to build lasting client relationships is the absence of a strong, authentic personal brand that resonates with their target audience.
This workshop bridges that gap - providing your team with the essential skills, mindset, and strategies to develop a powerful and magnetic presence, that consistently attracts new business, and strengthens existing relationships.
The #1 Reason Your Bankers Struggle to Build Trust (and How This Workshop Fixes It):
This Workshop is the Solution
The Missing Link in Client Acquisition: Empowering Your Bankers' Personal Brand
The primary reason many Relationship Bankers struggle to build lasting client relationships is the absence of a strong, authentic personal brand that resonates with their target audience.
This workshop bridges that gap - providing your team with the essential skills, mindset, and strategies to develop a powerful and magnetic presence, that consistently attracts new business, and strengthens existing relationships.
The #1 Reason Your Bankers Struggle to Build Trust (and How This Workshop Fixes It):
This Workshop is the Solution
The Missing Link in Client Acquisition: Empowering Your Bankers' Personal Brand
The primary reason many Relationship Bankers struggle to build lasting client relationships is the absence of a strong, authentic personal brand that resonates with their target audience.
This workshop bridges that gap - providing your team with the essential skills, mindset, and strategies to develop a powerful and magnetic presence, that consistently attracts new business, and strengthens existing relationships.
Here’s everything your team will get as part of this powerful 60-minute coaching experience:
A Step-by-Step Personal Branding Strategy
To establish themselves as go-to financial experts
The Banker’s Differentiator Worksheet
To uncover their unique value in the market
The Reputation Audit Guide
To refine their online and offline presence for maximum credibility
Live Coaching & Real-Time Application
To ensure immediate implementation
The 7-Day Personal Branding Challenge
To reinforce long-term success
Here’s everything your team will get as part of this powerful 60-minute coaching experience:
A Step-by-Step Personal Branding Strategy
To establish themselves as go-to financial experts
The Banker’s Differentiator Worksheet
To uncover their unique value in the market
The Reputation Audit Guide
To refine their online and offline presence for maximum credibility
Live Coaching & Real-Time Application
To ensure immediate implementation
The 7-Day Personal Branding Challenge
To reinforce long-term success
Here’s everything your team will get as part of this powerful 60-minute coaching experience:
A Step-by-Step Personal Branding Strategy
To establish themselves as go-to financial experts
The Banker’s
Differentiator
Worksheet
To uncover their unique value in the market
The Reputation Audit Guide
To refine their online and offline presence for maximum credibility
Live Coaching &
Real-Time Application
To ensure immediate implementation
The 7-Day Personal Branding Challenge
To reinforce long-term success
The Untapped Power of Your Banking Team:
Are They the Go-To Experts?
In today's competitive business landscape, clients aren't just choosing a bank; they're choosing a banker they trust and respect. If your Relationship Bankers aren't actively cultivating a powerful personal brand, they are inadvertently becoming invisible to high-value opportunities and relationships.
This intensive 60-minute workshop provides your Relationship Bankers with proven strategies to stand out as trusted authorities, effortlessly attract premium clientele, and fuel significant business expansion.
The Untapped Power of Your Banking Team:
Are They the Go-To Experts?
In today's competitive financial landscape, clients aren't just choosing a bank; they're choosing a banker they trust and respect. If your Relationship Bankers aren't actively cultivating a powerful personal brand, they are inadvertently becoming invisible to high-value opportunities and relationships.
This intensive 60-minute workshop provides your Relationship Bankers with proven strategies to stand out as trusted authorities, effortlessly attract premium clientele, and fuel significant business expansion.
The Untapped Power of Your
Banking Team:
Are They the Go-To Experts?
In today's competitive financial landscape, clients aren't just choosing a bank; they're choosing a banker they trust and respect. If your Relationship Bankers aren't actively cultivating a powerful personal brand, they are inadvertently becoming invisible to high-value opportunities and relationships.
This intensive 60-minute workshop provides your Relationship Bankers with proven strategies to stand out as trusted authorities, effortlessly attract premium clientele, and fuel significant business expansion.
Clearly Articulate Their Unique Value Proposition and Expertise
Attract and Retain Premium Clients by Establishing Themselves as Trusted Authorities
Develop Unshakeable Confidence in Their Market Positioning, Leading to Enhanced Client Engagement
Generate Increased Business Opportunities Through the Power of Their Personal Brand
Proactively Shape and Control Their Professional Reputation, Both Online and Offline
Clearly Articulate Their Unique Value Proposition and Expertise
Attract and Retain Premium Clients by Establishing Themselves as Trusted Authorities
Develop Unshakeable Confidence in Their Market Positioning, Leading to Enhanced Client Engagement
Generate Increased Business Opportunities Through the Power of Their Personal Brand
Proactively Shape and Control Their Professional Reputation, Both Online and Offline
Clearly Articulate Their Unique Value Proposition and Expertise
Attract and Retain Premium Clients by Establishing Themselves as Trusted Authorities
Develop Unshakeable Confidence in Their Market Positioning, Leading to Enhanced Client Engagement
Generate Increased Business Opportunities Through the Power of Their Personal Brand
Proactively Shape and Control Their Professional Reputation, Both Online and Offline
Your Relationship Bankers are your most valuable asset in a relationship-driven industry. Equip them with the AuthenticEdge they
need to not just compete, but to dominate their local market. Enroll your team now, and witness their transformation into high-performing,
client-magnet experts, who are consistently sought after by ideal clients!
Your Relationship Bankers are your most valuable asset in a relationship-driven industry. Equip them with the AuthenticEdge they need to not just compete, but to dominate their local market. Enroll your team now, and witness their transformation into high-performing, client-magnet experts, who are consistently sought after by ideal clients!
Your Relationship Bankers are your most valuable asset in a relationship-driven industry. Equip them with the AuthenticEdge they
need to not just compete, but to dominate their local market. Enroll your team now, and witness their transformation into high-performing, client-magnet experts, who are consistently sought after by ideal clients!
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 co-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
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 co-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
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 co-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
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
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