FINBA, FINANCE BUSINESS ACADEMY

Transform Your Relationship Bankers into

CLIENT ACQUISITION POWERHOUSES:

Drive Unprecedented Growth with the

Client Attraction Engine

Equip your team with a proven, systematic approach to consistently attract and convert 2–3 new ideal clients each month

eliminating wasted effort and maximizing revenue.

Reserve Your Spot Today
FINBA, FINANCE BUSINESS ACADEMY

Transform Your Relationship Bankers into

CLIENT ACQUISITION POWERHOUSES:

Drive Unprecedented Growth with the

Client Attraction Engine

Equip your team with a proven, systematic approach to consistently attract and convert 2–3 new ideal clients each month — eliminating wasted effort and maximizing revenue.

Reserve Your Spot Today
FINBA, FINANCE BUSINESS ACADEMY

Transform Your Relationship Bankers into

CLIENT ACQUISITION POWERHOUSES:

Drive Unprecedented Growth with the

Client Attraction Engine

Equip your team with a proven, systematic approach to consistently attract and convert 2–3 new ideal clients each month — eliminating wasted effort and maximizing revenue.

WHY THIS WORKSHOP IS A STRATEGIC

IMPERATIVE FOR YOUR TEAM

Eliminate Costly Inefficiencies

Stop the drain of resources on unproductive cold outreach, and unqualified leads. 

Maximize Client Conversion

Equip your team with a robust framework to build trust rapidly, and convert prospects into loyal clients faster.

Cultivate Enduring

Client Relationships

Empower your bankers to forge strong, value-driven connections that naturally generate high-quality referrals. 

Foster a Proactive Growth Culture

Transition from reactive selling, to a strategic, results-oriented approach, that ensures consistent and sustainable growth.

This isn't just another training workshop – it's a strategic intervention, designed to fundamentally elevate your team's client acquisition capabilities, in a competitive market.

WHY THIS WORKSHOP IS A STRATEGIC IMPERATIVE FOR YOUR TEAM

Eliminate Costly Inefficiencies

Stop the drain of resources on unproductive cold outreach, and unqualified leads. 

Maximize Client Conversion

Equip your team with a robust framework to build trust rapidly, and convert prospects into loyal clients faster.

Cultivate Enduring

Client Relationships

Empower your bankers to forge strong, value-driven connections that naturally generate high-quality referrals. 

Foster a Proactive Growth Culture

Transition from reactive selling, to a strategic, results-oriented approach, that ensures consistent and sustainable growth.

This isn't just another training workshop – it's a strategic intervention, designed to fundamentally elevate your team's client acquisition capabilities, in a competitive market.

WHY THIS WORKSHOP IS A STRATEGIC IMPERATIVE FOR YOUR TEAM

Eliminate Costly Inefficiencies

Stop the drain of resources on unproductive cold

outreach, and unqualified leads. 

Maximize Client Conversion

Equip your team with a robust framework to build trust rapidly, and convert prospects into loyal clients faster.

Cultivate Enduring

Client Relationships

Empower your bankers to forge strong, value-driven connections that naturally generate high-quality referrals. 

Foster a Proactive

Growth Culture

Transition from reactive selling, to a strategic,

results-oriented approach, that ensures consistent

and sustainable growth.

This isn't just another training workshop – it's a strategic intervention, designed to fundamentally elevate your team's client acquisition capabilities, in a competitive market.

WHAT YOUR TEAM WILL MASTER

This workshop is laser-focused on delivering tangible transformation. Your team will leave with a high-performance client attraction system that delivers predictable, and repeatable results

The 'Magnet Effect':

Becoming an Authority Clients Naturally Seek 

Instead of tirelessly pursuing leads, your team will learn to position themselves as trusted authorities, effortlessly attracting high-value clients. This proven strategy leverages the power of credibility, influence, and applied behavioral psychology, to make your bankers the natural choice. 

The 'First Five Seconds' Advantage: Establishing Instant Trust and Rapport

First impressions are critical. Your bankers will master a precise, step-by-step methodology, to immediately capture attention and establish unshakeable credibility. They'll utilize proven psychological triggers to set the foundation for successful, long-term client relationships. 

The 'Pipeline Accelerator': Eliminating Bottlenecks and Driving Rapid Deal Closure 

Deals often stagnate due to unnecessary friction. This powerful strategy equips your bankers to swiftly identify and eliminate obstacles, guiding clients through a clear decision-making roadmap, to achieve faster and more confident deal conversion and closure. 

The 'One-to-Many' Referral Engine: Generating a Consistent Stream of High-Quality Leads

Referrals should not be left to chance. This systematic approach transforms every satisfied client into a reliable source of qualified introductions. Bankers will learn to cultivate strategic partnerships, and implement an automated process that consistently delivers high-value leads. 

WHAT YOUR TEAM WILL MASTER

This workshop is laser-focused on delivering tangible transformation. Your team will leave with a high-performance client attraction system that delivers predictable, and repeatable results

The 'Magnet Effect':

Becoming an Authority Clients Naturally Seek 

Instead of tirelessly pursuing leads, your team will learn to position themselves as trusted authorities, effortlessly attracting high-value clients. This proven strategy leverages the power of credibility, influence, and applied behavioral psychology, to make your bankers the natural choice. 

The 'First Five Seconds' Advantage: Establishing Instant Trust and Rapport

First impressions are critical. Your bankers will master a precise, step-by-step methodology, to immediately capture attention and establish unshakeable credibility. They'll utilize proven psychological triggers to set the foundation for successful, long-term client relationships. 

The 'Pipeline Accelerator': Eliminating Bottlenecks and Driving Rapid Deal Closure

Deals often stagnate due to unnecessary friction. This powerful strategy equips your bankers to swiftly identify and eliminate obstacles, guiding clients through a clear decision-making roadmap, to achieve faster and more confident deal conversion and closure. 

The 'One-to-Many' Referral Engine: Generating a Consistent Stream of High-Quality Leads

Referrals should not be left to chance. This systematic approach transforms every satisfied client into a reliable source of qualified introductions. Bankers will learn to cultivate strategic partnerships, and implement an automated process that consistently delivers high-value leads. 

WHAT YOUR TEAM

WILL MASTER

This workshop is laser-focused on delivering tangible transformation. Your team will leave with a high-performance client attraction system that delivers predictable, and repeatable results

The 'Magnet Effect':

Becoming an Authority Clients Naturally Seek 

Instead of tirelessly pursuing leads, your team will learn to position themselves as trusted authorities, effortlessly attracting high-value clients. This proven strategy leverages the power of credibility, influence, and applied behavioral psychology, to make your bankers the natural choice. 

The 'First Five Seconds' Advantage: Establishing Instant Trust and Rapport

First impressions are critical. Your bankers will master a precise, step-by-step methodology, to immediately capture attention and establish unshakeable credibility. They'll utilize proven psychological triggers to set the foundation for successful, long-term client relationships. 

The 'Pipeline Accelerator': Eliminating Bottlenecks and Driving Rapid

Deal Closure 

Deals often stagnate due to unnecessary friction. This powerful strategy equips your bankers to swiftly identify and eliminate obstacles, guiding clients through a clear decision-making roadmap, to achieve faster and more confident deal conversion and closure. 

The 'One-to-Many' Referral Engine: Generating a Consistent Stream of High-Quality Leads

Referrals should not be left to chance. This systematic approach transforms every satisfied client into a reliable source of qualified introductions. Bankers will learn to cultivate strategic partnerships, and implement an automated process that consistently delivers high-value leads. 

WORKSHOP DELIVERABLES

Your team will gain access to: 

Expert-Led Strategy Session

A high-impact session packed with actionable strategies, delivered by seasoned banking industry experts.

Interactive Skill-Building Exercises

Practical, hands-on learning experiences designed to refine skills and build lasting confidence.

Personalized Action Blueprint

Each banker will leave with a customized roadmap for immediate implementation and sustained success.

Post-Workshop Reinforcement Challenge

A focused 7-day challenge to solidify learning and drive rapid, measurable results.

Exclusive Leadership Implementation Guide

A dedicated resource for bank leaders to effectively reinforce and scale these powerful strategies and ensure continued momentum.

WORKSHOP DELIVERABLES

Your team will gain access to: 

Expert-Led Strategy Session

A high-impact session packed with actionable strategies, delivered by seasoned banking industry experts.

Interactive Skill-Building Exercises

Practical, hands-on learning experiences designed to refine skills and build lasting confidence.

Personalized Action Blueprint

Each banker will leave with a customized roadmap for immediate implementation and sustained success.

Post-Workshop Reinforcement Challenge

A focused 7-day challenge to solidify learning and drive rapid, measurable results.

Exclusive Leadership Implementation Guide

A dedicated resource for bank leaders to effectively reinforce and scale these powerful strategies and ensure continued momentum.

WHY THIS WORKSHOP IS THE SOLUTION YOUR TEAM NEEDS

The primary obstacle hindering relationship banker success, is the absence of an easy to follow framework, to drive repeatable and predictable results. Many teams are still relying on outdated tactics, expending valuable time on unproductive pursuits, and failing to fully leverage their existing networks.

This workshop provides the modern, proven step-by-step system necessary for your bankers to achieve significant gains with greater efficiency.


Imagine a team that effortlessly attracts new, high-value clients, converts them with speed and confidence, and consistently generates a flow of qualified referrals. This is the tangible outcome the Client Attraction Engine Workshop delivers.

WHY THIS WORKSHOP IS THE SOLUTION YOUR TEAM NEEDS

The primary obstacle hindering relationship banker success, is the absence of an easy to follow framework, to drive repeatable and predictable results. Many teams are still relying on outdated tactics, expending valuable time on unproductive pursuits, and failing to fully leverage their existing networks.

This workshop provides the modern, proven step-by-step system necessary for your bankers to achieve significant gains with greater efficiency.


Imagine a team that effortlessly attracts new, high-value clients, converts them with speed and confidence, and consistently generates a flow of qualified referrals. This is the tangible outcome the Client Attraction Engine Workshop delivers.

WHY THIS WORKSHOP IS THE SOLUTION YOUR TEAM NEEDS

The primary obstacle hindering relationship banker success, is the absence of an easy to follow framework, to drive repeatable and predictable results. Many teams are still relying on outdated tactics, expending valuable time on unproductive pursuits, and failing to fully leverage their existing networks.

This workshop provides the modern, proven step-by-step system necessary for your bankers to achieve significant gains with greater efficiency.


Imagine a team that effortlessly attracts new, high-value clients, converts them with speed and confidence, and consistently generates a flow of qualified referrals. This is the tangible outcome the Client Attraction Engine Workshop delivers.

KEY PERFORMANCE OUTCOMES

FOR YOUR BANKING TEAM

Upon completion of this session, your bankers will be equipped to:

Transition from Reactive Prospecting to Proactive Attraction

Master impactful first impressions that forge stronger, more profitable client relationships

Implement a strategic referral system that fuels continuous business growth

Accelerate deal closures with integrity and without high-pressure tactics

Significantly increase revenue and client retention, through smarter, more strategic engagement

KEY PERFORMANCE OUTCOMES FOR YOUR

BANKING TEAM

Upon completion of this session, your bankers will be equipped to:

Transition from Reactive Prospecting to Proactive Attraction

Master impactful first impressions that forge stronger, more profitable client relationships

Implement a strategic referral system that fuels continuous business growth

Accelerate deal closures with integrity and without high-pressure tactics

Significantly increase revenue and client retention, through smarter, more strategic engagement

ELEVATE YOUR TEAM'S SALES PERFORMANCE NOW!

If your vision includes a high-performing team that consistently attracts ideal clients, accelerates deal velocity,

and cultivates enduring, profitable relationships, then the Client Attraction Engine Workshop is the decisive next step.


Limited Enrollment Available: Secure your team's strategic advantage today, and witness immediate, measurable improvements.


Click below to reserve your team's exclusive session, and unlock the next level of client acquisition excellence!

Book Your Workshop Today

ELEVATE YOUR TEAM'S SALES PERFORMANCE NOW!

If your vision includes a high-performing team that consistently attracts ideal clients, accelerates deal velocity, and cultivates enduring, profitable relationships, then the Client Attraction Engine Workshop is the decisive next step.


Limited Enrollment Available: Secure your team's strategic advantage today, and witness immediate, measurable improvements.


Click below to reserve your team's exclusive session, and unlock the next level of client acquisition excellence!

ELEVATE YOUR TEAM'S SALES PERFORMANCE NOW!

If your vision includes a high-performing team that consistently attracts ideal clients, accelerates deal velocity,

and cultivates enduring, profitable relationships, then the Client Attraction Engine Workshop is the decisive next step.


Limited Enrollment Available: Secure your team's strategic advantage today, and witness immediate, measurable improvements.


Click below to reserve your team's exclusive session, and unlock the next level of client acquisition excellence!

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

Connect with Jason
Jason Guy, The Bankers Coach

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

Jason Guy, The Bankers Coach
Jason Guy, The Bankers Coach

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


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