Communicate. Connect. Succeed.

A Free 6-Part Webinar Series for Branch Teams & Financial Professionals

Why This Training Matters:

In today's fast-paced financial world, it’s not enough to just serve clients, you have to connect with them. The Frontline Referrals series equips frontline staff and financial professionals with the communication skills needed to turn every hello into a referral opportunity.

This training helps teams build trust, uncover real client needs, and create a thriving, client-first referral culture that drives long-term growth.

What You'll Gain

  • A communication strategy your entire branch can rally behind

  • Practical tools to move from transactions to trusted connections

  • Proven coaching frameworks to support banker–advisor partnership

  • Discussion guides, coaching questions, and weekly reinforcement tips

  • A culture of consistency that turns small conversations into big wins

Empower every frontline and back-office team member to build trust, uncover needs, and drive referral activity through intentional communication.

Hosted by Dan Cianci

Daniel Cianci III is a Regional Vice President at Athene. He is passionate about creating synergy between licensed bankers and financial advisors through his innovative and customized healthy and effective communication training.

Training by Jason Raitz

Jason Raitz is a nationally recognized speaker and communication strategist who helps financial professionals master the art of client conversation to build trust, increase referrals, and grow their book of business.

Training Lineup

Webinar 1: It Starts with Hello (July 23) Register HERE
Creating Client-First Cultures at the Frontline

Webinar 2: From Transaction to Trust (August 6) Register HERE
Coaching Bankers to Spot Opportunities

Webinar 3: Telling the Story (August 20) Register HERE
How Financial Professionals Can Communicate Their Value to Frontline Staff

Webinar 4: The Language of Listening (September 3) Register HERE
Why Great Questions Can Create Great Referrals

Webinar 5: The Power of Partnership (September 17) Register HERE
Building a Referral Culture Between Financial Professionals and Bankers

Webinar 6: Consistency is Currency (October 1) Register HERE
Making Communication a Daily Habit

How to Use the Series

  • Start with the Webinar Overview Sheet to align your team’s focus before each session.

  • Share Attendee Resource Sheets after every webinar to reinforce insights and spark discussion.

  • Equip leaders with Branch Manager Coaching Guides for weekly follow-ups and lasting change.

Let’s create a branch culture where every hello opens a door, every conversation uncovers a need, and every connection builds trust and growth.