NATIONAL FINANCIAL SALES TRAINING AGENCY

Where commercial & community bankers turn for real sales advice and strategies. 

SEE HOW WE CAN HELP YOU
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DO YOU WANT TO IMPROVE SALES AS A BANKER?

Videos, scripts, courses, workshops, downloads & more to help you grow

INVESTMENT WORKSHOP

(FOR LICENSED BANKERS)

FREE MAKING CALLS MASTERCLASS

COMING SOON

SOCIAL MEDIA CONTENT

FAQ

The NFSTA.com virtual workshop is a live, 1-day interactive training event designed specifically for licensed bankers, teaching a structured approach to increase appointments for qualified investment recommendations

Simply click HERE and book a call to see if you qualify. 

You’ll learn a conversational approach to client interactions, techniques to increase appointments, and specific strategies for growing your investment, lending, and referral pipelines. We’ll focus on practical skills you can apply immediately.

After attending, licensed bankers often experience a 400–600% increase in qualified appointments, especially in their investment pipeline. Instead of 1–3 appointments a month, bankers report scheduling 3–4 qualified appointments each week. You’ll notice that client conversations feel more natural, leading to higher-quality engagements and a stronger pipeline of investment opportunities. Many bankers find this workshop to be transformative in building genuine client interest, boosting referrals, and increasing successful conversions across multiple financial products.

Why choose our company

Here's how things are going to change for your business

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What BANKERS say about the workshop

- Private Client Advisor
"I was promoted to financial advisor within 3 months of learning this process. I'm still using the exact structure now as an advisor, and it's been a game-changer. I’m closing 80-90% of the clients who sit in front of me and recently received national recognition for my FTI’s.
- Private Client Banker
I used to struggle to get even two or three appointments on the advisor’s calendar each month. Now, I’m consistently scheduling solid, qualified appointments every week. Just last week, I booked eight. This program truly works!"
- Relationship Banker
"Honestly, I didn't like feeling like I was pushing too hard whenever I’d ask clients about their finances or schedule a follow-up. Now, it feels more like a conversation, and my clients actually open up. I’m genuinely grateful I found this workshop—it’s changed how I work."
- Relationship Banker
"What's happened since attending this workshop has been incredible. I went from middle-of-the-pack to being the top banker in my market. I’m on track to finish the year as a national achiever. I couldn’t have done it without this guidance."
- Private Client Banker
"Focusing on client goals has transformed my conversations. It’s amazing—clients with outside advisors are now coming to me, even asking if I can manage their investments. The approach makes everything smoother, and I'm already seeing results."

Are you a Licensed Banker looking to take things to the next level?

SEE HOW WE CAN HELP YOU