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Financial Sales Training & Hiring Assessments for Banks & Credit Unions

As the world's longest operating financial sales practice and consulting firm, we give you great service with world-class sales expertise.

From our headquarters in Denver, Colorado, we’ve been in the business of creating sales for banks and credit unions longer than any other financial sales training company. Why? Because we’ve consistently produced big gains in net income for our clients for 40 years. As a family business, we have a passion for selling that keeps pushing us to create new, breakthrough solutions for our clients as the industry changes.


Executive Staff

We’re all former bankers, and we’re now the only firm with both the consulting expertise in your industry and the breadth of service to provide everything your organization needs for sales training & leadership from one source. This means each component of your sales culture will reinforce the other, creating sustainable changes in behavior.

Jim Schneider

President and CEO

Jim's Background

Tien Schneider

Chief Operating Officer

Tien's Background

Michael S. Shallanberger

Executive Vice President & Chief Client Officer

Mike's Background

Coral Schneider Eby

Executive Vice President & Chief Learning Officer

Coral's Background

Cindy Phillips

Director of Trainer Certification

Cindy's Background

Bruce Durrell

Director of Commercial and Real Estate Sales Training

Bruce's Background

Gary Schneider

Director of Healthcare Sales

Gary's Background

Lynn Kehr

Director of Digital Marketing and Design

Lynn's Background