Archive for the ‘Uncategorized’

The Holiday Season – A Great Gift For Bankers

December 7th, 2017

During the Holiday season we all spend countless hours considering the gifts we want to buy for those we care about. In banking, we often consider gifts for customers as a reward for their loyalty and business throughout the year. Sometimes we receive gifts in return, but isn’t customer satisfaction the greatest gift of all? […]

Stop Drawing a Blank on Sales Planning

November 15th, 2017

“Fail To Plan – Plan To Fail” has become one of the most popular quotes in bank management today, yet so many banks continue to miss the mark. Having a documented sales plan is critical for your bank to perform highly productive business development activities efficiently and effectively.  Without a plan, not only are you […]

The 6 B’s of Effective Networking

November 6th, 2017

“So what do you do?” ….. and …..”How’s business?” Two of the most common questions asked at every business networking event …. yet we all have failed to deliver a response that solicits greater interest and, more importantly, new business! For almost every banker a major component of their sales strategy is to engage in […]

Q: What Do Bankers Want To Be As They Grow Up?

October 26th, 2017

A: Happy! Do you know what makes your bank staff happy? Drive greater growth within your bank by tapping into the secret of their happiness. Happy bankers produce better results.  Legend has it that when John Lennon was in school his teacher asked him what he wanted to be when he grew up. A young […]

What Agreement?

October 12th, 2017

I notice when I’m in meetings and working with others, that getting a clear agreement from someone is like trying to catch a fish in the water with my bare hands:  it’s very slippery.  For example, I hear statements like these: I’ll try to…… Let me get back to you on this…… Let’s talk again…. […]

How To Create a GREAT Business Development Plan

October 4th, 2017

About this time each year front line banking staff who are responsible for developing new business for the bank are generally required to compile an annual budget/target for what they expect to achieve next year.