Expert Business Development

3 Bala Plaza East, Suite 502
Bala Cynwyd, PA 19004

We help banks identify and acquire new small business and commercial relationships. We do this by providing our clients with appointments with decision-makers (owners and CFOs) who are both qualified and interested in hearing our client’s story. Our callers are mature, articulate, accomplished individuals with extensive business and life experience. Among the group are MBAs, CPAs, bankers, entrepreneurs and other professionals. We also provide sales process design and implementation, advanced business development skills training and lead tracking systems.

Ted Rosen