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