P.L.A.N. Ahead: How Bankers Can Align Personal Development with Business Growth Goals

Do you have a P.L.A.N. for growth? Or simply a list of goals you hope to achieve?

As bankers prepare to finish 2026 strong and build momentum for 2027, goals alone aren’t enough. Sustainable growth requires a clear plan that connects what you want to accomplish with what you need to learn, the activities you can control, and the actions you will take next.

Join Joe Micallef, Chief “Energy” Officer of Grow Up Sales, and Lauren Meyers, Chief Customer Officer of RelPro, for an interactive discussion about turning growth goals into intentional action.

Joe introduces his P.L.A.N. framework—Performance & Personal Goals, Learning, Activity, and Next Month—and demonstrates how bankers can use it to take greater ownership of their performance and professional development.

Lauren explores how data and relationship intelligence can strengthen that P.L.A.N., helping bankers better understand their markets, industries, clients, & prospects to turn insights into relevant outreach.

Together, they’ll share real-world perspectives on what they are seeing across the banking industry as well as practical ways bankers can build a strategy to identify opportunities, prepare for more valuable conversations, and focus their time and activity where it can have the greatest impact.

During this webinar, you’ll discover how to:

• Translate performance and personal goals into a practical monthly P.L.A.N.
• Focus on activities you can control rather than obsessing over results you can’t.
• Identify what you need to learn to become more valuable and effective.
• Use market, company, and relationship intelligence to make smarter decisions about where and how to invest your time.
• Better prepare for client and prospect conversations and uncover opportunities to add value.
• Learn how to work smarter, not harder, leveraging data and analytics in the right way.
• Align your individual P.L.A.N. with the bank’s strategic priorities.