The Momentum Mindset: A Business Development Blueprint for Financial Professionals

Thursday, September 11, 2025 | 5:00–5:50 p.m. MT

Program Description

In the complex world of Valuation Consulting, acquiring new clients is paved with obstacles. What separates successful business developers from the rest? The secret isn't motivation. It's in masterfully maintaining momentum.

The race to secure clients isn’t merely about what and who you know. It's about building, harnessing, and steering momentum while navigating the complex maze of client acquisition.

In this presentation, take a deep dive into "The Momentum Mindset" and unlock insights tailored specifically for consultants. This talk is filled with client examples illustrating:

How to decode the nuances between inspiration and continuation motivation in the business development landscape,
How to identify and circumvent the unique challenges that slow momentum,
Strategies to bolster and perpetuate momentum when working with potential clients and partnerships, and
How to develop a momentum radar to detect obstacles and navigate them successfully.

Prepare to reframe your understanding of business development success, embracing the transformative power of momentum. With "The Momentum Mindset," you're not just aiming for success – you're turning yourself into an unstoppable force. Join Greg Chambers, author of "The Sales Momentum Mindset: Igniting and Sustaining Salesforce Motivation" and let's get the ball rolling, faster and farther than ever before.
 

How You Will Benefit
After completing this course, attendees will be able to:

• Use a new language around momentum, viewing daily business development activities in a new light
• Identify current obstacles to their sales momentum, and be able to develop plans to overcome them
• Create a business development environment that rewards "stringing hits together" to make greater progress in less time

Delivery Method Group Internet-Based Program Level Intermediate Advanced Preparation None Prerequisites Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.    Communications and Marketing 1 Total CPE Hours   1

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