Breakout Session #3 & #6

Mark Schultz

Think, Track and Cross Sell Like a Dealer
Mark Schultz & Galli Davis, ASG Results

Auto dealers sell vehicles.  Credit unions sell loans.  Both offer back-end products.  How does your credit union stack up? This session focuses on what you can learn from dealers in regards to tracking opportunities generated, closing ratios, and income.

About Mark Schultz

Mark Schultz is the director of sales and training for ASG Results and has worked with the company since its inception in 1998. Prior to ASG, Schultz worked for Service Group as a sales and finance/insurance trainer for franchise automobile dealerships. A graduate of Southwest Texas State University and the Southwest CUNA Management School, Schultz develops and trains ASG's ancillary curriculum as well as ASG's Car School and associated New and Used Vehicle Buying Plans for credit union members.

Galli DavisAbout Galli Davis

Galli Davis is the Lending and Sales Training Specialist for ASG Results. He has 14 years in lending and sales experience in the credit union industry as a Vice-President of Lending, Consultant and Trainer. A graduate of Southwest CUNA Management School with a Bachelor’s Degree in Education, Galli also worked as a finance manager at a high volume Ford dealership and consistently receives high marks due to his innovative thinking and ability to motivate loan staff.