Barbara Sanfilippo’s Most Popular Topics

Barbara’s Most Popular All-Industry Programs

Barbara’s Most Popular Financial Services Programs

Barbara’s Programs for Advisors and Wholesalers

ALL-INDUSTRY PROGRAMS

  • Experience Life and Work in High Definition™

    What does living in high definitionTM look like?

    Imagine feeling optimistic, joyful, peaceful, vibrant, valued, inspired and purpose-filled despite a stressful job, daily challenges or life circumstances. Imagine being full of life, energized and appreciated by those you serve. We call these folks High Definition People®.

    Everyone has the potential to experience personal and professional gratification. Still, many of us settle for the status quo or let doubt and worry sabotage our efforts to move on. High Definition People® have learned that living life well is a discipline and a choice that involves much more than striving for a big bank account. It means participating in life rather than observing it, believing rather than doubting, giving rather than getting. High Definition People® are defined by their character.

    In this highly engaging and inspirational program you’ll learn how to experience life and work at the highest level possible – in high definition! You will learn how to:

    • Think differently and monitor your thoughts with a renewed mindset
    • Get unstuck from the status quo and make better decisions that impact your life
    • Awaken your desire to make a difference and live with a higher purpose
    • Enjoy and appreciate the present with Cappuccino Moments™
    • Use powerful principles and fun tools to help turn your dreams into reality
  • Lead in High Definition™ – Inspire Breakthrough Performance

    Envision yourself as a highly inspired leader with an ability to connect with, develop and inspire your team in ways that bring out their best performance – even breakthrough performance! You’ve moved beyond merely managing by facts, numbers and reasoning to tapping into what drives each member of your team. They achieve unprecedented results because you inspired and coached them to be all they can be. This is the art of leadership used by High Definition Leaders®.

    Whether they lead a sales team, manage a support function or are a CEO, High Definition Leaders™ think of themselves as Olympic coaches and servant leaders committed to helping each team member “go for the gold.” A genuine and authentic leadership style earns them the trust, respect and loyalty of their team and colleagues. They’re successful because they take responsibility for getting results and are focused on making individual team members successful first. Instead of being preoccupied with past performance and results, they are experts at coaching for activities that will impact future performance.

    In this energizing and interactive session, you’ll be inspired to build a high-performing team by leveraging your current approach to getting results with proven ideas, techniques and wisdom applied by High Definition Leaders®. You’ll learn:

    • The secret to getting buy-in and winning team commitment
    • Why focusing exclusively on results may hinder success
    • The #1 most critical yet overlooked ingredient of successful coaching
    • How to transform mindsets and increase personal responsibility
    • The #1 motivational exercise to inspire breakthrough performance
  • Sell in High Definition™ – Become an Expert, Build Trust, Attract Business

    Imagine after a few years in your sales job you’ve created a situation in which a substantial quantity of your sales come from prospects who learned about YOU and your product or service and CALL YOU to explore how you can meet their needs. Imagine your pipeline filled with leads from referrals and never having to make a cold call. Sound far-fetched? It’s more realistic than you might think when you Sell In High Definition™.

    Salespeople who’ve reached this pinnacle have positioned themselves as experts, advisors, and problem solvers in their niche industry and have become masterful at building trusting relationships. They no longer chase the sale because they’ve built a reputation as a “go to” person who creates a differentiated customer experience, adds value and always does what’s best for the customer. As a result, they become a “business and referrals magnet”.

    Attracting more customers rather than continually searching for them will require you think differently about how you now sell. You’ll learn how to do that and more when you attend this high-energy session with proven ideas that will increase your sales and make you stand out from your competition. You’ll discover how to:

    • View what you do for a living from a totally new perspective
    • Position and promote yourself as an expert and a “mini celebrity”
    • Attract warm inquiries from prospects who are referred to you
    • “Clone” your best customers and infiltrate your niche
    • Pre-call plan effectively to increase your chances of winning the business
    • Add value, educate, and be bold to advance the sale
    • Critique your sales calls and avoid the most common pitfalls that repel customers
  • Serve In High Definition™ – Differentiate, Deliver Value, Delight Your Customers

    To attract and retain loyal customers requires a lot more than a smile, a return call, and a thank you note. Good customer service is expected and no longer a differentiator. Has your attempt to create consistency and standards resulted in robotic or impassive conversations? Has your focus on growth overshadowed the voice of the customer?

    To grow your business and stand out from the crowd, every employee and department must seek to add value, contribute, and create a memorable experience. In this action-packed program, Barb will give you a roadmap and proven ideas to:

    • Increase staff engagement to bring your service and brand promise alive
    • Break down silos and encourage collaboration between sales and support areas
    • Provide additional value and stay top-of-mind with customers
    • Get customer feedback and measure service easily
    • Avoid the top three pitfalls that repel customers
    • Most of all, inspire your staff to deliver genuine and attentive service!
  • Live and Work With Purpose and Significance

    Faith, Values and Character-Building Programs

    In today’s consumer-driven, superficial, “what’s in it for me” society, it’s easy to lose sight of what really matters. We’re bombarded with messages that promise wealth, beauty, prestige and happiness but in many cases lead us down a detrimental path of striving, stress and discontentment.

    In the workplace, we can be so focused on career and advancement that we often forget how our actions and words influence our colleagues, customers and employees. We need to be reminded that as managers and leaders, it’s a privilege to serve and lead our team. As individual contributors, it’s a privilege to serve everyone who we come in contact with.

    There is a more optimal measure of life and work. Imagine being worry-free and filled with purpose, peace, joy and gratitude despite your circumstances. Imagine a workplace where integrity, empathy and encouragement are valued and recognized. Sound too good to be true? This and much more is possible with a renewed mind and a
    transformed life.

    On request Barb will tailor a special inspirational message based on eternal principles, parables and values.

    …be transformed by the renewing of your mind.
  • Value Added

    Barbara Sanfilippo is not only a popular business motivational speaker but a respected consultant and coach to banks and credit unions. Here are some additional ways High Definition People® can work with your organization during or after Barbara’s presentation to reinforce and sustain the message, get your attendees to actually apply the ideas, address issues that may impact results and better insure your ROI.

      1. Executive Debrief – In the course of learning a great deal about your company during her pre-speech preparation, Barbara gains valuable insights into issues that sometimes only an outsider can see. If you choose to do so, she will debrief your executive team on potential challenges, pitfalls to avoid and also provide solutions and proven ideas on how to address them.
      2. Tele-Coaching – Thirty to sixty days after Barb’s presentation a highly interactive telecoaching call can be scheduled with a group of your attendees to maintain the momentum and instill accountability. The purpose is to review key principles, share successes in how they used ideas from the presentation and discuss any obstacles. Attendees are expected to prepare for the call and contribute to the facilitated discussion. These calls put the onus on participants to apply what they learned and prepare for the calls.
      3. Workshops – If improving a skill or getting specific results is a high priority, a keynote may not be the best format. Allotting more time with some application and discussion exercises can often improve sustainability. Any of Barbara’s presentations can be turned into 2-3 hour workshop or what we call, a keynote/workshop blend.
      4. Consulting – After her keynote Barbara is also available on an as needed basis to assist with identifying challenges, avoiding pitfalls and recommending follow-up reinforcement, training and other solutions. An implementation action plan can be developed on request.
      5. Panel Moderator – Barbara will switch from her role as an expert to shining the light on the panelists and their expertise. Clients often ask her to moderate a customer/employee or top performer panel that supports her keynote or workshop with your objectives. She’ll prepare advance questions for the panel, keep the conversation lively, engage the audience and make them part of the dialogue. Employees will learn best practices from your top performers and/or just how your customers feel.

 

FINANCIAL SERVICES SECTOR PROGRAMS

All of the following presentations may be tailored to any level of audience based on your specific needs and goals. We begin with topics for banks and

  • High Definition Banking®— Reach Out, Re-Engage and Re-Define the Customer Experience

    Are you relevant? Do your customers or members view you as a financial partner or “just another errand”? Do they give you their transaction business but go elsewhere for financial advice, borrowing or investing needs? To truly differentiate and position your organization as a financial partner you must redefine your sales model, move beyond transactional cross-selling to trusted relationships and demonstrate you are passionate about the financial well-being of your customers or members.

    We must find a way to improve organic growth and connect with the increasing number of people who rely predominantly on electronic and mobile banking. Translation: they’re not coming into your branches and opportunities are being lost! In this highly-rated and thought-provoking session, you will learn to:

    • Have the opportunity to rate where your bank or credit union stands now
    • Discover how to reach out, re-engage and re-define how you turn relationships into revenue!
    • Identify your organization’s strengths and opportunities for improvement
    • Learn how to implement a customer or member relationship management program or ramp up your existing one
    • Receive a proven multi-year roadmap to advance beyond basic onboarding to customer/member reboarding and ultimately, financial coaching
    “Your powerful keynote presentation at our annual convention was spot-on, timely and received numerous favorable comments. Any banker who doesn’t understand the urgency of your message and fails to act on it is either asleep or in the wrong business.”
  • Is Onboarding the Beginning or the End — What’s Next in the Customer Relationship?

    Are you underwhelmed with your onboarding program? Does your staff view it as just another task to cross off? How are you continuing the relationship with either new customers or disengaged members that no longer visit your branches? While onboarding is a best practice, you may be missing a big opportunity to expand relationships beyond the first 90 days and also re-engage long-term, existing customers. Strong relationships are created by focusing on building trust and being positioned as a financial partner and resource. The result is loyalty that continually generates business beyond the initial onboarding and years beyond.

    If you want to differentiate your bank or credit union, stop the product pitching and position your organization for growth. Don’t miss this popular and invigorating session from an award-winning speaker, former banker and respected relationship consultant, Barbara Sanfilippo. You’ll leave this session inspired and armed with powerful ideas to make a difference in the lives of your customers or members.

    “Your opening keynote, Dream Big–Be Bold, Focus on the Future!, at the Credit Union National Association Conference got great reviews! I thought you’d enjoy these attendee kudos from the evaluations: ‘Wow! What an incredible experience! I wish I could bring her back to my CU!’ ‘Wow! What an inspiration. She, by herself, made the entire conference worthwhile.’”
  • Lead in High Definition™ — Best Practices of High Performing Sales Leaders

    Imagine you are a highly respected leader with the ability to connect with, develop and inspire your team in ways that bring out their best performance – even breakthrough performance! You don’t just rely on reports, goals and results. You know how to tap into what drives each member of your team. They achieve unprecedented results because you invest time to develop, coach and inspire them to be all they can be. Simply put—you lead in high definition!

    Whether you lead a sales team, manage a support function or are a CEO, High Definition Leaders™ think of themselves as Olympic coaches and servant leaders committed to helping each team member “go for the gold”. Instead of being preoccupied with past performance and results, they are experts at coaching activities that impact future performance. In this energizing and interactive session, you’ll leave with actionable ideas and be inspired to build a high-performing sales team.  You will learn:

    • The top six techniques used by Olympic coaches to raise performance
    • The secret to getting buy-in and winning team commitment
    • Why focusing exclusively on lagging indicators and results may hinder success
    • The #1 most critical yet overlooked ingredient of successful coaching
    • How to transform mindsets and increase personal responsibility
    • The #1 motivational exercise to inspire breakthrough performance
    “We are extremely pleased with our progress and results achieved to date. We’ve used a variety of consultants and your firm is the first one that correlated with a direct increase in sales. When we began we had one person in our $1 Million Dollar Loan Club and now we have 15 members! Plus our managers are developing, observing and coaching their teams. You are highly engaging, make selling and relationship building easy and fun for our people and best of all–empower them to believe they can do it.”
  • Engage Customers, Build Relationships — Be a Financial Partner

    Are you a transaction taker or a relationship maker? Every day is a unique opportunity to create a memorable, welcoming and differentiated experience for new and existing customers or members. As a relationship manager, FSR or personal banker your role is to engage these valuable individuals, uncover their anxieties and goals and improve their financial well-being. Instead of being transactional and product focused, we must be relationship minded and viewed as a financial partner.

    This requires getting to know our customers on a much deeper level, building trust and turning them into loyal advocates. By asking the right questions and offering advice and solutions, you will be considered a valued financial partner. In this action-packed and uplifting program you’ll leave energized and armed with practical ideas you can use to confidently connect with and delight your customers or members.

    “Wow, we’ve had speakers before at our Annual Employee Training Day, but Barb’s message on being a financial partner and her Dream Big program was amazing! She got us energized about serving and delighting our customers and building deeper relationships with them. Even better, she showed us how we can take personal responsibility for our own life and job satisfaction and act on our future dreams. Barb is highly engaging, provides take home value and best of all–inspired us to Dream Big!”
  • Light a Fire Under Your Wealth and Investment Program

    Chances are many of your customers or members enjoy using your transactional and digital services. However, when they need solid financial advice, will they come to you? Do they even know you can help them determine how much they need to retire and create a plan to get them on track? Now that you’ve trained everyone in cross selling and experimented with referral and incentive programs, what’s next?

    In this idea-packed and energizing program, this popular speaker, consultant and former bank VP and sales manager will share proven success factors to break down the silos and integrate insurance and investment products into the mix. Topics include how to: get staff and management buy-in, increase wealth referrals, avoid common pitfalls and much more!

    “When I first heard your excellent presentation at our Raymond James bank conference, I knew I had to get you to partner with our bank. I am receiving three times the number of referrals before we began our Managing Customer Relationships program with you. In addition, of our 38% asset growth at least one quarter to half of that growth was due to the additional referrals. Specifically, we have $2.5M in new assets now under management in our Wealth Management area directly resulting from the new consultative and structured approach that you introduced. Plus, our Retail area has seen significant increases in all products and services with our existing customers. Best of all, we appreciate your amazing energy and enthusiasm for keeping us all on track. Thanks Barb!”
  • Value Added

    Barbara Sanfilippo is not only a popular business motivational speaker but a respected consultant and coach. Here are some additional ways High Definition People® can work with your organization during or after Barbara’s presentation to reinforce and sustain the message, get your attendees to actually apply the ideas, address issues that may impact results and better insure your ROI.

      1. Executive Debrief – In the course of learning a great deal about your company during her pre-speech preparation, Barbara gains valuable insights into issues that sometimes only an outsider can see. If you choose to do so, she will debrief your executive team on potential challenges, pitfalls to avoid and also provide proven ideas on how to address them.
      2. Tele-Coaching – Thirty to sixty days after Barb’s presentation a highly interactive telecoaching call can be scheduled with a group of your attendees to maintain the momentum and instill accountability. The purpose is to review key principles, share successes in how they used ideas from the presentation and discuss any obstacles. Attendees are expected to prepare for the call and contribute to the facilitated discussion.
      3. Workshops – If improving a skill or getting specific results is a high priority, a keynote may not be the best format. Allotting more time with some application and discussion exercises can often improve sustainability. Any of Barbara’s presentations can be turned into 2-3 hour workshop or what we call, a keynote/workshop blend.
    1. Relationship Building Consulting and Training – In situations where more intensive training is needed to transition from a culture focused mainly on transactional selling to a relationship building culture, our High Definition Banking® services may be what is needed. After her keynote Barbara is available to assist with identifying challenges, avoiding pitfalls and recommending follow-up reinforcement, training and a multi-year process to make the transition. An implementation action plan can be developed on request. For banking professionals, checkout our complete offering of consulting and training services.
    2. Panel Moderator – Barbara will switch from her role as an expert to shining the light on the panelists and their expertise. Clients often ask her to moderate a customer/employee or top performer panel that supports her keynote or workshop with your objectives. She’ll prepare advance questions for the panel, keep the conversation lively, engage the audience and make them part of the dialogue. Employees will learn best practices from your top performers and/or just how your customers feel.

 

ADVISORS AND WHOLESALESRS

  • The High Definition Client Experience – Reach Out, Re-Engage and Re-Define the Customer Experience

    Are you truly relevant in the lives of your clients? Do they view you as a trusted financial partner essential in their life journey or someone just managing their investments? If you want loyal clients, more referrals and profitable relationships, it may be time to re-define your sales model and create a truly differentiated client experience. After all with financial anxiety at an all-time high, your clients have lots of choices. Let’s make sure they choose and keep you on their team!

    In this idea-packed session you will:

    • Have the opportunity to evaluate and rate your current client experience program
    • Identify strengths and opportunities for improvement in your practice
    • Receive proven ideas to implement a client relationship management program or ramp up your existing one.
    • Discover how to reach out, re-engage and re-define how you turn relationships into revenue and much more!
  • Is Onboarding the Beginning or the End? — What’s Next in the Client Relationship?

    Are you underwhelmed with your onboarding and client acquisition program? How are you continuing the relationship with new and disengaged clients that no longer visit with you? When onboarding and welcoming new clients, you may be missing a big opportunity to expand relationships beyond the first critical 90 days. Strong relationships are created by focusing on building trust and being positioned as a counselor, educator and financial partner. The result is loyalty that continually generates business beyond the initial onboarding and years beyond.

    If you want to differentiate and grow your practice this session is for you! You will:

    • Learn the three most common onboarding pitfalls and client turn-offs
    • Discover why implementing a reboarding and outreach process is essential to re-engage long-term, existing clients
    • Evaluate your current onboarding and acquisition process
    • Create and convey an authentic and inspiring value promise that sets you apart
    • Understand the magic of content and informative touch points to empower your clients to feel in control and experience financial peace.
    • Leave energized with actionable ideas to take your practice to the next level!

    Note: This program may also be tailored for banks and credit unions.

  • Value Added

    Barbara Sanfilippo is not only a popular business motivational speaker but a respected consultant and coach. Here are some additional ways High Definition People® can work with your organization during or after Barbara’s presentation to reinforce and sustain the message, get your attendees to actually apply the ideas, address issues that may impact results and better insure your ROI.

      1. Executive Debrief – In the course of learning a great deal about your company during her pre-speech preparation, Barbara gains valuable insights into issues that sometimes only an outsider can see. If you choose to do so, she will debrief your executive team on potential challenges, pitfalls to avoid and also provide proven ideas on how to address them.
      2. Tele-Coaching – Thirty to sixty days after Barb’s presentation a highly interactive telecoaching call can be scheduled with a group of your attendees to maintain the momentum and instill accountability. The purpose is to review key principles, share successes in how they used ideas from the presentation and discuss any obstacles. Attendees are expected to prepare for the call and contribute to the facilitated discussion.
      3. Workshops – If improving a skill or getting specific results is a high priority, a keynote may not be the best format. Allotting more time with some application and discussion exercises can often improve sustainability. Any of Barbara’s presentations can be turned into 2-3 hour workshop or what we call, a keynote/workshop blend.
    1. Relationship Building Consulting and Training – In situations where more intensive training is needed to transition from a culture focused mainly on transactional selling to a relationship building culture, our High Definition Banking® services may be what is needed. After her keynote Barbara is available to assist with identifying challenges, avoiding pitfalls and recommending follow-up reinforcement, training and a multi-year process to make the transition. An implementation action plan can be developed on request. For banking professionals, checkout our complete offering of consulting and training services.
    2. Panel Moderator – Barbara will switch from her role as an expert to shining the light on the panelists and their expertise. Clients often ask her to moderate a customer/employee or top performer panel that supports her keynote or workshop with your objectives. She’ll prepare advance questions for the panel, keep the conversation lively, engage the audience and make them part of the dialogue. Employees will learn best practices from your top performers and/or just how your customers feel.

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