Events Calendar

Webinar: Proven Prospect-to-Member Sales Techniques
Tuesday, October 26, 2021, 03:00pm - 04:30pm

Business development (AKA finding and retaining members) is of paramount importance to survival in today’s financial industry. Every financial institution in your area wants your members – and your prospects. This insightful webinar will provide a proven system of 35 years to expand your business development efforts. You’ll be ready to get some new members!


  • Define and create your specific business development platform and the tools to establish a strong foundation
  • Explain a proven prospect-to-member system and the five key elements for success
  • Identify “trigger points” in how people buy to influence decision-making in your favor
  • Use a customized script template to create engaging business development conversations
  • Implement a tracking system to measure business development performance


There is rampant competition from technology and other non-traditional industries in today’s marketplace. Their purpose? To gain accountholders – including yours! This trend means successful credit unions can’t afford to take a wait-and-see approach with business development. You must have an effective “go out and get ’em” approach to lead new members to your door. This webinar will provide a competitive tactic to expand your business development efforts via a proven system of 35 years. Learn how to identify prospects and turn them into long-term, satisfied members!


This informative session is designed for staff responsible for business development and accountholder acquisition, specifically outside the walls of the credit union.


  • Template to create customized scripts for successful business conversations
  • A five-step, proven system to turn a prospect into an empowered accountholder
  • An “activity” tracker to help measure performance
  • Employee training log
  • Interactive quiz

SPEAKER: Tim Tivis, Pinnacle Training Group

Tim Tivis is the founder and CEO of Pinnacle Training Group, which specializes in sales, leadership, business development, and staff performance training. A successful entrepreneur for over 35 years, Tim has established businesses in financial services, data management software, training, and consulting.

Tim has developed hundreds of hours of training materials, including three books and six video training series, and has successfully worked with numerous industries, especially banking and financial services. He has written numerous articles, including for the Texas Independent Banker and the Entrepreneurial Exchange. Currently, Tim is an instructor in the Rawls College of Business at Texas Tech University, teaching business development and interpersonal skills development to master’s and undergraduate students.