Focused Results is a national sales and service training company for banks and credit unions, delivering its programs virtually for clients and state associations in 32 states across the US. We offer over 40 years of sales process expertise in the financial services industry.
The Open Enrollment price is $800 per person for any 4-lesson series,
or $500 for any 2-lesson series.
Register by clicking one of the Buy Now buttons below
This is our most popular series since it helps the managers grow their team and their branch; with multiple scheduling options, you can send branch managers and assistant branch managers on different days!
BRANCH MANAGER BOOTCAMP SERIES:
2024 Spring Series 1
9-12 ET, 8-11 CT
1 - January 24
2 - February 14
3 - March 13
4 - April 17
2024 Spring Series 2
9-12 ET, 8-11 CT
1 - February 1
2 - February 29
3 - March 21
4 - April 25
2024 Spring Pacific Series
9-12 PT, 10-1 MT, 11-2 CT, 12-3 ET
1 - January 23
2 - February 13
3 - March 12
4 - April 16
2024 Summer Series 1
9-12 ET, 8-11 CT
1 - May 22
2 - June 19
3 - July 17
4 - August 21
2024 Summer Series 2
9-12 ET, 8-11 CT
1 - May 23
2 - June 27
3 - July 25
4 - August 29
2024 Summer Pacific Series
9-12 PT, 10-1 MT, 11-2 CT, 12-3 ET
1 - May 21
2 - June 18
3 - July 16
4 - August 20
2024 Fall Series 1
9-12 ET, 8-11 CT
1 - September 18
2 - October 23
3 - November 13
4 - December 11
2024 Fall Series 2
9-12 ET, 8-11 CT
1 - September 26
2 - October 31
3 - November 21
4 - December 19
2024 Fall Pacific Series
9-12 PT, 10-1 MT, 11-2 CT, 12-3 ET
1 - September 17
2 - October 22
3 - November 12
4 - December 10
Frontline Branch Series, 9 am – 12 pm ET
This series is designed for the non-managerial branch professional. FBS provides the participants with the tools they need to grow the branch, whether clients are coming in or not. FBS is filled with discussions, small group breakouts, and activities for the Frontline staff to learn from their peers. These activities teach your team to engage clients and recommend products and services that help clients achieve their financial dreams.
FRONTLINE BRANCH SERIES:
2024 Spring Series
9-12 ET, 8-11 CT
1 - January 31
2 - February 28
3 - March 20
4 - April 24
2024 Summer Series
9-12 ET, 8-11 CT
1 - May 15
2 - June 26
3 - July 24
4 - August 28
2024 Fall Series
9-12 ET, 8-11 CT
1 - September 25
2 - October 30
3 - November 20
4 - December 18
2024 Spring Pacific Series
9-12 PT, 10-1 MT, 11-2 CT, 12-3 ET
1 - January 30
2 - February 27
3 - March 19
4 - April 23
2024 Summer Pacific Series
9-12 PT, 10-1 MT, 11-2 CT, 12-3 ET
1 - May 14
2 - June 25
3 - July 23
4 - August 27
2024 Fall Pacific Series
9-12 PT, 10-1 MT, 11-2 CT, 12-3 ET
1 - September 24
2 - October 29
3 - November 19
4 - December 17
Outside Calling School. 9 am – 12 pm ET
This series is for the professional caller, including lenders, mortgage originators, wealth managers, and experienced branch managers (including graduates of the Branch Manager Bootcamp). This program includes pre-call planning, the in-person or virtual appointment, and post-call follow up. We also cover handling objections and negotiating best prices. It is our advanced selling skills program.
OUTSIDE CALLING SCHOOL SERIES:
2024 Spring Series
9-12 ET, 8-11 CT
1 - February 8
2 - February 15
2024 Summer Series
9-12 ET, 8-11 CT
1 - July 11
2 - July 18
2024 Fall Series
9-12 ET, 8-11 CT
1 - October 10
2 - October 24
2024 Spring Pacific Series
9-12 PT, 10-1 MT, 11-2 CT, 12-3 ET
1 - February 7
2 - February 21
2024 Summer Pacific Series
9-12 PT, 10-1 MT, 11-2 CT, 12-3 ET
1 - July 10
2 - July 31
2024 Fall Pacific Series
9-12 PT, 10-1 MT, 11-2 CT, 12-3 ET
1 - October 2
2 - October 9