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How to Engage New and Existing Clients to Boost Your Loan Portfolio by Millions

Introducing “How to Engage New and Existing Clients to Boost Your Loan Portfolio by Millions”—a 75-minute webinar that lets staff earn e-certification

When: Thursday, March 3, 2016
Time: 2:00 p.m. Eastern
Free Registration
Download a Registration Form


sgabehartTaught by Michael M. Carter, CEO of BizEquity, the global cloud-based small-business valuation service, which specializes in generating new business leads and building loan portfolios for traditional lenders. Also taught by Scott Gabehart, Chief Valuation Officer at BizEquity.
Scott assists in developing business valuations of private companies that banks can use to engage with quality prospects and existing clients to increase loans and deposits.bobcolemanbioheadshot

Moderated by Bob Coleman, Editor, Coleman Report; author, “Money, Money Everywhere and Not a Drop for Main Street”


Discover a powerful, proven way to generate new loans and deposits: Engage clients and prospects by revealing the value of their businesses

There’s no need to concede lucrative commercial loan business to so-called alternative or P2P lenders. Learn about a tested method traditional lenders can use to identify and attract prime prospects within your market footprint.

How valuable would it be to reliably identify high-value local businesses that fit your market niche—by size, asset value and industry specialization? How profitable would it be to engage these businesses—either new prospects or your existing clients—with the offer to share proprietary business valuations of their enterprises?


Imagine offering a free intelligence service that will fill your loan and deposit pipeline with highly qualified small business owners

This webinar will show you how bank CMOs, relationship managers, sales and loan department managers can identify and collect important market information on qualified target businesses, then pass these leads on to BDOs and other team members. How much can that be worth? Millions of dollars in new loans each year. Here are the stats on the value of each new loan to traditional lenders:

Average New Commercial Loan: $1,000,000
Basis Points Loan Spread: 0.65
Average Duration of Loan: 8 years
Average Lifetime Account Value: $52,000

To learn how this proven method can work for your bank, just spend 75 minutes as we explain this powerful new business technique that helps you “disrupt” the alternative lender business model.


Five Easy Ways to Order!
1) Previous customers need only to send an email to joseph@colemanreport.com with “Register Boost Business Loans” in Subject Line. We will do all the paperwork.
2) Call Joseph Coleman at Customer Service at 818-790-4591 extension 1
3) Fax the order form to: 818-790-7859
4) Mail the order form to: Coleman Publishing, 607 Foothill Blvd., # 546, La Cañada, CA
5) Click here to register


Participant Questions
Questions are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to joseph@colemanreport.com. Also, feel free to ask pre-webinar questions.

Why a Coleman Training Webinar?
Coleman is the largest producer of small business banking video webinars and online training for the banking industry.

Our faculty are professional instructors are the absolute experts in their fields.

Coleman Webinars are very cost effective. No airfare, no hotels. Just cram as many people as you wish into your conference room and turn on the computer. You have several options to view the program. You may watch on screen, or listen in on your phone.

You can choose to have any many connections nationwide as you wish when you purchase unlimited access for only $489.

A great benefit of the program is that you may have your questions answered by the faculty. All of our webinars are recorded. Buyers of the unlimited site license option will unlimited online streaming access or will receive a DVD recording of the event to share with anyone you wish.

A transcript of the program is also provided to purchasers of the unlimited site license.

How the Webinar Works
We use GoToWebinar for the webinar platform. You will receive a link that will direct you to an Internet site to view the presentation. If you would like to test this process to make sure you will be able to access the link through your system’s firewall, just send an email to joseph@colemanreport.com, and he will schedule a test run.

How to Access GoToWebinar
There are two ways to access the webinar. The first is to simply click on the link we will provide when you register.

If you have a firewall issue, or you can’t get the GoToWebinar link to work, don’t panic!

The second way to access the webinar is directly from the GoToWebinar website. You will simply need to input the webinar ID and access code. These will also be provided when you register, and again the day before the webinar when we distribute the handouts.

Note we will open the webinar for attendees to join at 12:00pm ET. This will give each attendee two full hours before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.

All Coleman Webinar Speakers are seen Live via Video Stream
You will see our speakers live through a video feed. You may customize the size of the speaker and powerpoint presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the powerpoint.

Telephone Only Option
You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.

PDF Handouts
You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.

Replay Link
If something comes up and you miss any part of the webinar, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email joseph@colemanreport.com and he will send you a link you may watch all or part of the webinar at your leisure. There is no charge for this service.

Complimentary Coleman Report Live! News Show with Bob Coleman from 1:50 p.m. to 2:00 p.m. Eastern
Log and dial in ten minutes before each Coleman webinar to hear the “Complimentary Coleman Report Live! News Show” with Bob Coleman.

We do this for two reasons. First, the pre-show confirms you are successfully connected to the webinar. Second, we provide you a synopsis of the current news to help you place what is happening to the small business lending industry in context. Join us for this free feature!


Five Easy Ways to Order!
1) Previous customers need only to send an email to joseph@colemanreport.com with “Register BizEquity Webinar” in Subject Line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.
2) Call Joseph Coleman at Customer Service at 818-790-4591 extension 1
3) Fax the order form to: 818-790-7859
4) Mail the order form to: Coleman Publishing, 607 Foothill Blvd., # 546, La Cañada, CA
5) Click here to register

Bob Coleman
Editor, Coleman Report
607 Foothill Blvd # 546
La Cañada, CA 91012
(818) 790-4591
(c) 2016 All Rights Reserved

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