Big Picture Conversation®

Educate Your Team. Deepen Your Impact.

This training helps your team master the art of business conversations—so they can think like owners, build real trust, and uncover hidden opportunities to grow commercial relationships.

Trusted by Credit Unions & Community Banks Nationwide

Confidence & Capability in Business Owner Conversations

Who It’s For

Big Picture Conversations is designed for anyone at credit unions and community banks—especially those looking learn and engage in real conversations about businesses.

When and Where

This is a full-day workshop that is delivered in person. It’s ideal for scheduled classroom trainings, team offsites, or even as part of a larger regional or annual sales meeting.

What to Expect

This is an interactive, table-based workshop led by a trained facilitator using a visual “business mat” and role-play exercises. No prior business experience required.

WHAT WE DO

Train Your Team to Think Like Advisors

Why It’s Better With Us

Built for Business Banking

This program is designed for anyone who wants to deepen their knowledge in business banking.

Strategy, Not Just Sales

Your team learns to think like advisors—uncovering business needs and aligning solutions.

Proven, Trusted Curriculum

Based on Clarity Advantage’s methodology, trusted by top-performing banks for 20+ years

Actionable Frameworks

Provides repeatable, real-world conversation models your team can use immediately.

Elevates Client Experience

Helps you deliver more value in every interaction, making your institution stand out from big-bank competitors.

Drives Measurable Results

Teams trained in business and advisory skills consistently generate more deposits, cross-sells, and loyalty.

Big Picture Conversations®

In Partnership with Clarity Advantage

Focus: Branch managers and small business bankers

Main Messages: Look beyond the immediate needs or transactions that led to your conversation to see the business and financial “big picture” of the small business you’re serving.

Learning Points: Participants develop conversational confidence based on:

  • A visual frame of reference for business operations.
  • An organized flow of questions and conversation that draw out important information about businesses and owners – visions, goals, people, products, and payment cycles.
  • Increased ability to connect business owners’ operations and challenges to bank products and services that can address them.

Delivery:

  • Classroom version: one-day classroom session for teams and larger groups in meeting settings.

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frequently asked questions

Have more questions? Explore our FAQs below or contact us for further assistance.