Teleconference: The Client Financial Review
Date: Thursday, February 12, 2026
Duration: 1 Hour
The Client Financial Review is a performance solution designed to build bankers’ confidence and capability in identifying both current and future customer needs. By leveraging Cohen Brown’s ProPractice™ methodology, the program aims to drive revenue while increasing satisfaction for both employees and clients. The curriculum is delivered through a hands-on workshop that utilizes video, interactive exercises and action planning to ensure successful implementation. Specific modules guide bankers through the entire engagement process, from mastering initial entry lines to effectively uncovering needs across categories like borrowing and savings. Finally, the solution equips participants with the skills to professionally summarize recommendations and confidently overcome common client objections.