Fail to plan and you will plan to fail! The BankTalentHQ theme this month has been strategic planning for 2020. Our podcast host, Brian Hoffman, shares an article with you this week on how neglecting to plan will lead to failure. Tune in and take notes! #TalentGathersHere
Archive for October, 2019
When it comes to business management we have all heard the saying: “Fail to Plan and you will Plan to Fail” And that is certainly true. I have consistently collaborated with my team to develop business plans that outline key business development activities required to help us achieve our growth objectives every year. A good […]
Great question! We asked our Sales Coach, Joe Micallef, to provide an answer! – I know that it can sound cliché and somewhat juvenile to chant “You Can Be a Rockstar” in order to motivate someone to excel, but over the past few weeks I have been developing an exciting new training program (see below) and […]
This month, BankTalentHQ is talking all things strategic planning! Listen to this week’s podcast to hear how your bank can be confident in creating the perfect strategic plan for the upcoming year. #TalentGathersHere
We are regularly asked about Client Relationship Management (CRM) systems and their effectiveness. It is interesting to note that many financial institutions or businesses DO NOT have a CRM. And those that do generally complain about the lack of use by their staff. Ultimately, a CRM is simply a tool to help you manage your […]
How can I take my sales goals and accomplishments from this year and develop new goals for next year?
Establishing goals and plans each year should always be a collaborative effort with other colleagues from your Department. This time of year is a great time to meet with your Team Members for say 2 – 3 hours and explore: WHAT you did well this year and WHAT did customers respond well to? HOW will […]