Meet James

In today's fiercely competitive markets, where generating leads has become increasingly challenging, having a well-crafted prospect strategy is essential to stand out.

Recently, we collaborated with James, a Relationship Manager (RM) facing a challenging situation. His prospect pipeline had tanked. The year was coming to an end, and he was very behind with all his targets. He had tried everything with his existing clients and was in desperate need for new clients and fresh assets. Pressure from his boss and his boss´s boss was mounting. It made him quite stressed. 

He needed a turnaround strategy ASAP. 

Together, we devised a comprehensive and outstanding go-to-market prospecting strategy. This plan blended traditional and innovative prospecting methods, enabling James to refine his outreach techniques.

But our goal went beyond just locating prospects. It was key to convert them into devoted clients too. With newly honed skills and steadfast determination, James began orchestrating compelling and effective meetings. 

The result? 75% of leads agreed to meet him, and an outstanding 83% conversion rate was achieved. 

James's success demonstrates that with the right strategy and coaching, private bankers can generate new leads, convert them into clients, and create mutually beneficial relationships that last a lifetime.

Do you want to activate your dormant prospect list? Do you need a solid prospect strategy? Let´s have a chat.