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  • The Momentum Mindset: A Business Development Blueprint for Financial Professionals (2179Q)

The Momentum Mindset: A Business Development Blueprint for Financial Professionals (2179Q)




 The Momentum Mindset: A Business Development Blueprint for Financial Professionals (2179Q)
Course CPE: 1 hour
Field(s) of Study: Communications and Marketing–1 hr
Program Level: Intermediate
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.
Advanced Preparation: None
Delivery Method: QAS Self-Study
Item Number: 25SPM0911TMM
Shipping Weight: 0lbs. 0oz.
Price: $147.00
Recording Date: September 11, 2025

Presenter: Greg Chambers

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 is not motivation—it is in masterfully maintaining momentum.

The race to secure clients is not merely about what and who you know; it is 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 session 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
  • How to develop a momentum radar to detect obstacles and navigate them successfully


Prepare to reframe your understanding of business development success by embracing the transformative power of momentum. With The Momentum Mindset, you are not just aiming for success—you are 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.

After completing this course, you will be able to:
  • Recognize 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
  • Identify ways to create a business development environment that rewards stringing hits together to make greater progress in less time

For more information regarding refund or concerns, please contact our offices at (800) 677-2009.

The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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NACVA’s Certified Valuation Analyst® (CVA®) and Master Analyst in Financial Forensics® (MAFF®) designations are the only valuation and financial forensic credentials accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™). The CVA designation is also accredited by the ANSI National Accreditation Board® (ANAB®).

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