Unlock Explosive Portfolio Growth:
The Banker's CEO
Blueprint Workshop
Empower your Relationship Banking team to Master Their Customer Portfolios Like a Business,
and Unlock Explosive Success by equipping them to run their customer portfolio like it's their own
business, taking full ownership of every aspect.
Unlock Explosive Portfolio Growth:
The Banker's CEO Blueprint Workshop
Empower your Relationship Banking team to Master Their Customer Portfolio Like a Business, and Unlock Explosive Success by equipping them to run their customer portfolios like it's their own businesses, taking full ownership of every aspect.
Unlock Explosive Portfolio Growth:
The Banker's CEO Blueprint Workshop
Empower your Relationship Banking team to Master Their Customer Portfolio Like a Business, and Unlock Explosive Success by equipping them to run their customer portfolios like it's their own businesses, taking full ownership of every aspect.
Ownership Drives Results!
Your team's sustained growth hinges on their ability to proactively cultivate their portfolios, ensure exceptional client retention, and consistently maximize profitability. Yet, common challenges often prevent them from reaching their portfolio's full potential:
Cultivating an
Ownership Mindset
Empower your team to move beyond a transactional approach, and take complete accountability for their portfolios, operating with the proactive decision-making and results-driven focus of a business owner.
Driving Portfolio Performance with Strategic Precision
Equip your bankers with the skills to analyze their portfolios like top-performing CEOs, identifying key revenue opportunities and proactively mitigating potential risks.
Transforming Sales Hesitancy into Confident Deal Closure
Provide your team with a consultative framework that makes high value selling feel natural and effective, leading to increased confidence in pitching, negotiating, and closing deals that significantly boost business growth.
Deepening Client Relationships for Unbreakable Loyalty
Master the strategies to move beyond transactions, and build long-term, value-driven partnerships with clients, fostering trust, anticipating needs, and ensuring exceptional retention.
Mastering Time and Task Management for Peak Efficiency
Implement actionable time management techniques specifically tailored for bankers, enabling them to prioritize high-impact activities, and maximize their daily productivity.
Developing a Clear and Strategic Growth Roadmap
This is not theoretical training. Your team will develop a practical, step-by-step plan to optimize their portfolio performance, and consistently exceed their targets with confidence.
Gaining a Leadership Advantage: Building a Team of Portfolio CEOs
As a leader, you'll gain the tools and insights to cultivate a team of high achievers who operate with ownership, drive, and a commitment to continuous improvement.
Fostering a
Culture of Continuous
Improvement
Create an environment where your team embraces change, remains agile in response to market shifts, and continuously refines their strategies. By instilling a mindset of growth and adaptability, your bankers will remain competitive, resilient, and prepared to navigate the ever-evolving business landscape.
Ownership
Drives Results!
Your team's sustained growth hinges on their ability to proactively cultivate their portfolios, ensure exceptional client retention, and consistently maximize profitability. Yet, common challenges often prevent them from reaching their portfolio's full potential:
Cultivating an
Ownership Mindset
Empower your team to move beyond a transactional approach, and take complete accountability for their portfolios, operating with the proactive decision-making and results-driven focus of a business owner.
Driving Portfolio Performance
with Strategic Precision
Equip your bankers with the skills to analyze their portfolios like top-performing CEOs, identifying key revenue opportunities and proactively mitigating potential risks.
Transforming Sales Hesitancy
into Confident Deal Closure
Provide your team with a consultative framework that makes high value selling feel natural and effective, leading to increased confidence in pitching, negotiating, and closing deals that significantly boost business growth.
Deepening Client Relationships
for Unbreakable Loyalty
Master the strategies to move beyond transactions, and build long-term, value-driven partnerships with clients, fostering trust, anticipating needs, and ensuring exceptional retention.
Mastering Time and Task
Management for Peak Efficiency
Implement actionable time management techniques specifically tailored for bankers, enabling them to prioritize high-impact activities, and maximize their daily productivity.
Developing a Clear and
Strategic Growth Roadmap
This is not theoretical training. Your team will develop a practical, step-by-step plan to optimize their portfolio performance, and consistently exceed their targets with confidence.
Gaining a Leadership Advantage:
Building a Team of Portfolio CEOs
As a leader, you'll gain the tools and insights to cultivate a team of high achievers who operate with ownership, drive, and a commitment to continuous improvement.
Fostering a Culture of
Continuous Improvement
Create an environment where your team embraces change, remains agile in response to market shifts, and continuously refines their strategies. By instilling a mindset of growth and adaptability, your bankers will remain competitive, resilient, and prepared to navigate the ever-evolving business landscape.
Ownership drives Results!
Your team's sustained growth hinges on their ability to proactively cultivate their portfolios, ensure exceptional client retention, and consistently maximize profitability. Yet, common challenges often prevent them from reaching their portfolio's full potential:
Cultivating an Ownership
Mindset
Empower your team to move beyond a transactional approach, and take complete accountability for their portfolios, operating with the proactive decision-making and results-driven focus of a business owner.
Driving Portfolio Performance with Strategic Precision
Equip your bankers with the skills to analyze their portfolios like top-performing CEOs, identifying key revenue opportunities and proactively mitigating potential risks.
Transforming Sales Hesitancy into Confident Deal Closure
Provide your team with a consultative framework that makes high value selling feel natural and effective, leading to increased confidence in pitching, negotiating, and closing deals that significantly boost business growth.
Deepening Client Relationships for Unbreakable Loyalty
Master the strategies to move beyond transactions, and build long-term, value-driven partnerships with clients, fostering trust, anticipating needs, and ensuring exceptional retention.
Mastering Time and Task Management for Peak Efficiency
Implement actionable time management techniques specifically tailored for bankers, enabling them to prioritize high-impact activities, and maximize their daily productivity.
Developing a
Clear and
Strategic Growth
Roadmap
This is not theoretical training. Your team will develop a practical, step-by-step plan to optimize their portfolio performance, and consistently exceed their targets with confidence.
Gaining a Leadership Advantage: Building a Team of Portfolio CEOs
As a leader, you'll gain the tools and insights to cultivate a team of high achievers who operate with ownership, drive, and a commitment to continuous improvement.
Fostering a Culture of Continuous Improvement
Create an environment where your team embraces change, remains agile in response to market shifts, and continuously refines their strategies. By instilling a mindset of growth and adaptability, your bankers will remain competitive, resilient, and prepared to navigate the ever-evolving business landscape.
Your Team will Experience Actionable Strategies They Can Implement Immediately
The Portfolio CEO Mindset
Learn to analyze, strategize, and execute portfolio growth like a successful business owner
Strategic Client Segmentation
for Maximum Impact
Identify and focus on high-potential clients, to drive significant and sustainable growth
Time Leverage for
Portfolio Leadership
Implement proven techniques to prioritize high-value activities, and maximize impact on their portfolio
Confident High-Value
Deal Closure
Master a framework for consultative selling that increases influence and conversion rates on premium opportunities
Proactive Risk Management &
Opportunity Seizing
Implement a system to anticipate challenges, prevent client attrition, and strategically identify new growth avenues
Competitive Advantage
through Portfolio Mastery
Learn how to differentiate themselves and
build stronger client trust by operating as
a true portfolio leader
Your Team will Experience Actionable Strategies They Can Implement Immediately
The Portfolio
CEO Mindset
Learn to analyze, strategize, and execute portfolio growth like a successful business owner.
Strategic Client Segmentation for Maximum Impact
Identify and focus on high-potential clients, to drive significant and sustainable growth.
Time Leverage
for Portfolio
Leadership
Implement proven techniques to prioritize high-value activities, and maximize impact on their portfolio .
Confident High-Value Deal
Closure
Master a framework for consultative selling that increases influence and conversion rates on premium opportunities.
Proactive Risk Management &
Opportunity
Seizing
Implement a system to anticipate challenges, prevent client attrition, and strategically identify new growth avenues.
Competitive Advantage
through Portfolio Mastery
Learn how to differentiate themselves and build stronger client trust by operating as a true portfolio leader.
Your Team will Experience Actionable Strategies They Can Implement Immediately
The Portfolio CEO Mindset
Learn to analyze, strategize, and execute portfolio growth like a successful business owner
Strategic Client Segmentation
for Maximum Impact
Identify and focus on high-potential clients, to drive significant and sustainable growth
Time Leverage for Portfolio
Leadership
Implement proven techniques to prioritize high-value activities, and maximize impact on their portfolio
Confident High-Value Deal Closure
Master a framework for consultative selling that increases influence and conversion rates on premium opportunities
Proactive Risk Management &
Opportunity
Seizing
Implement a system to anticipate challenges, prevent client attrition, and strategically identify new growth avenues
Competitive Advantage
through Portfolio Mastery
Learn how to differentiate themselves and
build stronger client trust by operating as
a true portfolio leader
Stop Managing Portfolios, Start Leading Businesses:
Unleash Your Team's Full Potential
Are you looking to transform your Relationship Banking team from simply managing accounts, to proactively driving growth, maximizing client lifetime value, and achieving exceptional performance? This powerful 60-minute workshop provides the proven blueprint to instill a true ownership mentality in your team, empowering them to take command of their portfolios, and operate with the strategic focus of a CEO.
Expect actionable insights, expert-led coaching, and proven frameworks that deliver measurable and sustainable success.
Stop Managing Portfolios, Start Leading Businesses:
Unleash Your Team's Full Potential
Are you looking to transform your Relationship Banking team from simply managing accounts, to proactively driving growth, maximizing client lifetime value, and achieving exceptional performance? This powerful 60-minute workshop provides the proven blueprint to instill a true ownership mentality in your team, empowering them to take command of their portfolios, and operate with the strategic focus of a CEO.
Expect actionable insights, expert-led coaching, and proven frameworks that deliver measurable and sustainable success.
Stop Managing Portfolios, Start Leading Businesses:
Unleash Your Team's Full Potential
Are you looking to transform your Relationship Banking team from simply managing accounts, to proactively driving growth, maximizing client lifetime value, and achieving exceptional performance? This powerful 60-minute workshop provides the proven blueprint to instill a true ownership mentality in your team, empowering them to take command of their portfolios, and operate with the strategic focus of a CEO.
Expect actionable insights, expert-led coaching, and proven frameworks that deliver measurable and sustainable success.
What’s Included: The Portfolio CEO Toolkit
for Immediate Implementation
Your team will leave with a comprehensive set of tools and resources to immediately apply these powerful strategies:
The Portfolio CEO Action Guide
A step-by-step blueprint for managing their portfolio like a thriving business
Strategic Time Allocation Planner
A framework for maximizing productivity and focusing on high-impact portfolio activities.
High-Value
Deal Closing
System
A practical guide to confidently securing significant business opportunities
Portfolio
Health & Growth
Dashboard
A template for tracking key metrics, identifying risks, and uncovering growth potential
Interactive Strategy Worksheets & Expert Coaching
Hands-on exercises with real-time guidance to implement the CEO Blueprint
What’s Included: The Portfolio CEO Toolkit
for Immediate Implementation
Your team will leave with a comprehensive set of tools and resources to immediately apply these powerful strategies:
The Portfolio CEO Action Guide
A step-by-step blueprint for managing their portfolio like a thriving business.
Strategic Time Allocation Planner
A framework for maximizing productivity and focusing on high-impact portfolio activities.
High-Value Deal Closing System
A practical guide to confidently securing significant business opportunities.
Portfolio Health & Growth Dashboard
A template for tracking key metrics, identifying risks, and uncovering growth potential.
Interactive Strategy Worksheets
& Expert Coaching
Hands-on exercises with real-time guidance to implement the CEO Blueprint.
What’s Included: The Portfolio CEO Toolkit for Immediate Implementation
Your team will leave with a comprehensive set of tools and resources to immediately apply these powerful strategies:
The Portfolio CEO Action Guide
A step-by-step blueprint for managing their portfolio like a thriving business
Strategic Time Allocation Planner
A framework for maximizing productivity and focusing on high-impact portfolio activities.
High-Value
Deal Closing
System
A practical guide to confidently securing significant business opportunities
Portfolio
Health & Growth
Dashboard
A template for tracking key metrics, identifying risks, and uncovering growth potential
Interactive Strategy Worksheets & Expert Coaching
Hands-on exercises with real-time guidance to implement the CEO Blueprint
Your Strategic Solution for Elite Team Performance:
Empower Ownership, Drive Results
If your team isn't operating with the strategic focus and ownership you desire, this workshop provides the structured approach, expert insights, and practical tools needed to manage their portfolios with the strategic acumen of a CEO.
Give your team the ultimate competitive advantage: the ability to Run It Like They Own It.
Your Strategic Solution for Elite Team Performance:
Empower Ownership, Drive Results
If your team isn't operating with the strategic focus and ownership you desire, this workshop provides the structured approach, expert insights, and practical tools needed to manage their portfolios with the strategic acumen of a CEO.
Give your team the ultimate competitive advantage: the ability to Run It Like They Own It.
Your Strategic Solution for Elite Team Performance:
Empower Ownership, Drive Results
If your team isn't operating with the strategic focus and ownership you desire, this workshop provides the structured approach, expert insights, and practical tools needed to manage their portfolios with the strategic acumen of a CEO.
Give your team the ultimate competitive advantage: the ability to Run It Like They Own It.
Key Outcomes for Your Team: Driving Exponential Growth and Unbreakable Loyalty
Significant Increase in Portfolio Profitability: Learn to strategically target and grow high-value client relationships
Enhanced Efficiency & Strategic Time Management: Optimize workflow to focus on activities that yield the greatest portfolio growth
Higher Conversion Rates on Key Opportunities: Confidently close high-value deals through a strategic and consultative approach
Strengthened Client Loyalty & Reduced Churn: Build deep, lasting relationships that drive retention and organic growth
A Future-Ready Team with an Ownership Mindset: Equip your bankers to operate with the strategic vision of a CEO, ensuring long-term success
Key Outcomes for Your Team: Driving Exponential Growth and Unbreakable Loyalty
Significant Increase in Portfolio Profitability: Learn to strategically target and grow high-value client relationships.
Enhanced Efficiency & Strategic Time Management: Optimize workflow to focus on activities that yield the greatest portfolio growth.
Higher Conversion Rates on Key Opportunities: Confidently close high-value deals through a strategic and consultative approach.
Strengthened Client Loyalty & Reduced Churn: Build deep, lasting relationships that drive retention and organic growth.
A Future-Ready Team with an Ownership Mindset: Equip your bankers to operate with the strategic vision of a CEO, ensuring long-term success.
Key Outcomes for Your Team:
Driving Exponential Growth and Unbreakable Loyalty
Significant Increase in Portfolio Profitability: Learn to strategically target and grow high-value client relationships
Enhanced Efficiency & Strategic Time Management: Optimize workflow to focus on activities that yield the greatest portfolio growth
Higher Conversion Rates on Key Opportunities: Confidently close high-value deals through a strategic and consultative approach
Strengthened Client Loyalty & Reduced Churn: Build deep, lasting relationships that drive retention and organic growth
A Future-Ready Team with an Ownership Mindset: Equip your bankers to operate with the strategic vision of a CEO, ensuring long-term success
Ready to Unleash Explosive Portfolio Growth? Let's Empower Your Team
This 60-minute coaching experience is the key to unlocking your team's full potential, and achieving unprecedented portfolio growth.
Don't let your team simply manage accounts – empower them to lead their portfolios like the CEOs they can be.
Secure Your Team's Spot in The Banker's CEO Blueprint Workshop Now!
Ready to Unleash Explosive Portfolio Growth? Let's Empower Your Team.
This 60-minute coaching experience is the key to unlocking your team's full potential, and achieving unprecedented portfolio growth.
Don't let your team simply manage accounts – empower them to lead their portfolios like the CEOs they can be.
Secure Your Team's Spot in The Banker's CEO Blueprint
Workshop Now!
Ready to Unleash Explosive Portfolio Growth? Let's Empower Your Team
This 60-minute coaching experience is the key to unlocking your team's full potential, and achieving unprecedented portfolio growth. Don't let your team simply manage accounts – empower them to lead their portfolios like the CEOs they can be.
Secure Your Team's Spot in The Banker's CEO Blueprint Workshop Now!
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 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
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 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
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 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
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 | 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 | 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 | Privacy