Workshop: Stick With Me From Start to Finish
Date: Wednesday, February 11, 2026
Duration: 1 Hour
This workshop establishes a framework for elevating financial service interactions from basic politeness to a “World-Standard” retail experience. By analyzing industry leaders, it highlights how attention to detail and employee empowerment drive retention and market share. The curriculum focuses on six core behaviors, including the “Rule of Two” for name usage and the “W” rule for engaging communication. Ultimately, it equips staff to transform routine transactions into consultative opportunities through strategic “tag-ons” and warm referrals.