BTI Growth Advisors

For the past decade, BTI has assisted leading financial services companies to optimize the performance of their sales, management and culture development efforts. BTI’s clients seek not to create a “big bank sales culture.” Instead, they tend to view “sales” as doing a more effective job educating customers on the wide variety of products and services offered by their institution. The by-product of this philosophy and strategy are expanded relationships and improved service.

BTI's expertise in this area includes:

  • Building buy-in and support among the board and senior management (Strategic Planning)
  • Development of a top down strategy for rolling out change
  • Determining training needs of the organization
  • Delivering various types of training that supports the new direction
  • Leadership/Management Training
  • Sales/Business Services Training (All Positions)
  • Sales Management Training
  • Advanced Web-based Product Training
  • One-on-One Coaching
  • Installing a formalized sales process
  • Providing tools and tracking forms to improve strategy execution
  • Supporting management throughout the process

To discuss and prioritize the opportunities and challenges facing your institution, call (858) 720-9202, or email Ray Adler at ray@btigrowthadvisors.com.