Many Bankers have annual growth (or sales) targets that they are expected to achieve. These targets are generally established and agreed at the beginning of the year. Accordingly, a major focus of their performance review each year is the achievement of their targets. The main purpose of a performance review is NOT to simply review the […]
Join our host Brian Hoffman, and special guest Donna Flynn, as they talk all things Performance Reviews related! #TalentGathersHere
The performance review process is one that carries with it often much emotion, anxiety and stress. We have a few thoughts to share to help shed light on how we can make this a more seamless, valuable process for both the person being reviewed and the person doing the reviewing. As far as managers go, […]
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 […]
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 […]
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 […]
Few people have mastered the art of listening. And, it is an art. In today’s world we are often bombarded with distraction after distraction, limited time and a constant barrage of attention-grabbing headlines. So when an employee comes into my office and asks, “do you have a minute?”, it’s not always easy to give the […]
Customers have a wide range of financial needs/problems that most banks can comprehensively help/solve. The challenge however is that no one person at the bank can satisfactorily solve them all. It takes great collaboration between all staff and departments to provide all the solutions a customer may need. Customers will always value great service, convenience […]
The Difficult Conversation Great question – I hear this from many managers fairly consistently. The truth is that difficult conversations can be tough, however they don’t have to be. Often my clients think the conversation is going to be difficult for the other person (the receiver), but surprisingly it’s sometimes more difficult for the person […]
