• Excerpts / Testimonials
  • Participating Firms
  • Participating Associations

Teammates: Uniting Businesses Through Authentic Connection

Teammates is a groundbreaking platform that brings people together to grow stronger communities, one heartfelt conversation at a time. We believe in the power of authentic partnerships, where trust and shared purpose spark meaningful change. By offering Appointment University (AU)—a transformative, no-cost training program offered to the community by participating sponsors—Teammates equips community banks, credit unions, CPAs, small businesses, and nonprofits with the 15-Second Approach, a simple yet profound way to connect genuinely with clients, members, or donors in moments.

 

Unlike traditional platforms that push for leads, Teammates creates “dates”—opportunities for professionals to explore common ground without pressure or expectations. Discover Teammates’ vision through the industry-tailored resources below and register for an overview webinar to learn how AU’s authentic approach can elevate your mission. Join us to inspire, connect, and transform communities—together.

 

Bi-Monthly Teammates Overview (Per Industry)

CPA's & CPA Firms pdf
Community Banks pdf
Credit Union Pdf
Small Business pdf
Non-Profit pdf
  • Who referred you?
  • SGA A
  • Nick Moore
  • JT Tasker
  • Michael Hanna
  • Not Sure
  • Amit Trivedi
  • Magnolia Wealth
  • What Industry are you from?
  • Credit Union
  • Union or Association
  • Fraternal Organization
  • Other
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Excerpts / Testimonials of the 15-Second Approach

The #1 Sales Trainer in your Life

Appointment University pdf

What Overcomes Prospecting Anxiety? 

15-Second Approach pdf

Fortune 500 Testimonials (7 mins.)

More Testimonials

Participating Teammate Sponsors

About Globe Life
About Magnolia Wealth
About Azura Wealth

Participating Teammate Associations

About IBANYS
About NYSS of CPA's
About KenTon Chamber

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