Communicate. Connect. Succeed.

Turn Your Branch Teams Into a Referral-Building Powerhouse

A Free 6-Part Webinar Series for Bank Leaders & Financial Professionals

 Why This Training Matters:

If your branch teams aren’t talking to each other, you’re leaving referrals and relationships on the table.
In today’s financial world, internal communication isn’t just a “nice-to-have.” It’s the heartbeat of growth.
The Frontline Referrals series equips your bankers, advisors, and managers with the language, habits, and systems to build unstoppable trust between teammates and with clients.

This isn’t another sales training. It’s a communication movement that transforms everyday conversations into consistent referral opportunities and lasting client loyalty.

What You'll Gain

  • A branch-wide referral rhythm that aligns every team around a shared growth strategy.

  • Tools to move your culture from transactional to relational, creating measurable results.

  • A repeatable coaching framework that turns partnership into performance.

  • Plug-and-play discussion guides, reflection tools, and weekly momentum builders.

  • A consistent, trust-driven culture where small daily conversations turn into big revenue 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  |  Watch Training HERE Listen to Podcast HERE
Creating Client-First Cultures at the Frontline

Webinar 2: From Transaction to Trust Watch Training HERE Listen to Podcast HERE
Coaching Bankers to Spot Opportunities

Webinar 3: Telling the Story Watch Training HERE Listen to Podcast HERE
How Financial Professionals Can Communicate Their Value to Frontline Staff

Webinar 4: The Language of Listening Watch Training HERE Listen to Podcast HERE
Why Great Questions Can Create Great Referrals

Webinar 5: The Power of Partnership Watch Training HERE Listen to Podcast HERE
Building a Referral Culture Between Financial Professionals and Bankers

Webinar 6: Consistency is Currency | Watch Training HERE Listen to Podcast 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.