Elevate Your Career in Finance
Clients are looking to establish a genuine banking relationship — we help you attract and serve these clients.
Live presentations
Our live presentations, client examples, and role-playing exercises help you understand how to meet the needs of private banking clients.
Follow-up coaching
Monthly newsletters with industry tips and market updates as well as live follow up sessions to help build a solid business development plan and tailor to specific coaching needs.
Futher consulting
Thorough individual and small group follow-up training at your site or ours.
Build long-term private banking relationships
Many clients recently lost their banks, and demand is high. Stay a step ahead of the competition by understanding how to attract and serve these clients:
Macro view understanding on credit, deposits, and investments
Relationship-driven private banking for individuals and corporations
Key components for an optimal corporate operating structure
Our story
Mary led the Peninsula/Silicon Valley Region for First Republic Bank for 25 years and trained teams whose business grew by over 20%/year. Our programs draw from 38 years of personal experience and success with private banking clients.