The Transformational Banker

No one would argue that the banking industry has gone through dramatic changes over the past few years.  As technology helped master transactions, Banks knew that to differentiate themselves they needed to move beyond the transaction to develop and deepen relationships with their customers.  These relationships have benefited the Banker, the Banks and the customer.

But there is a new shift taking place and that shift is Transformation. 

The Transformational Banker is a professional who transcends the traditional roles of transaction and relationship banking to become a pivotal force in their customer's financial and business success.  Unlike traditional Bankers who focus primarily on sales or service of products, Transformational Bankers leverage deep industry knowledge, financial acumen, business acumen and strategic insight to provide tailored advice, innovative solutions, and actionable information. They are true trusted advisors, guiding clients through complex financial landscapes and helping them achieve their long-term goals.

We are excited to announce that we have created an exciting and dynamic training program entitled The Transformational Banker Mastery Workshop.  This program is tailored for your Bankers who aspire to be among the best in the industry and become a Category of One in their market niche.

Feel free to contact Chris Carlson ([email protected]) to see if The Transformational Banker Mastery Workshop is right for your Bank.

Look For June Book Launch!

How We Help Our Clients


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Banking On Success

With all the advances in technology, to include the explosion of ChatGPT, how does a Banker keep the Relationship front and center in Relationship Banking?

There are 7 keys that are critical for the Relationship Banker’s success.  

Banking On Success delves into each of these keys and will challenge your thinking on ways for you to achieve extraordiany results.




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Banking On Success Planner


The Banking On Success Planner has been carefully designed to help you navigate the dynamic world of Relationship Banking and help you achieve extraordinary success.   

The Banking On Success Planner is divided into seven core sections: Mindset, Markets, Marketing, Multipliers, Movement, Maintaining and Metrics.  Each section is specifically crafted to address different elements that contribute to your success as a Relationship Banker.

Also included in The Planner is a Daily Planning section which allows you to have a daily focus on your most important action items to include the Prospects, Customers and Centers of Influence you will contact that day

With The Banking On Success Planner, you will have a comprehensive tool at your disposal to develop the mindset, skills, and strategies necessary for extraordinary success in Relationship Banking.  Get ready to embark on a transformative journey that will help you reach new heights in your career and make a lasting impact on the financial lives of your customers.



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Prospecting Through Positioning For The Relationship Banker


#1 Best Selling Book that will give you ideas to continually fill your pipeline with highly-qualified, highly-motivated prospects while establishing yourself as the recognized authority in your market niche.

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