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 […]
Answer: 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 […]
Sales Coach, Joe Micallef, is back to share the eighth tip in his line up of the Top 10 Tips for Reaching Success! Like what you hear? There are 2 more coming soon! Check out the coaching section of the Resource Center to learn more about how Joe can help your institution! #TalentGathersHere
Listening is a skill we all strive to master. But on occasion, many of us feel as though we’re not heard or listened to. We hear about this problem every day – from clients, their employees, parents, shoppers and many others. That’s because communication is how we get things done, and when it isn’t effective, […]
Sales Coach, Joe Micallef, is back to share the eighth tip in his line up of the Top 10 Tips for Reaching Success! Like what you hear? There are 2 more coming soon! Check out the coaching section of the Resource Center to learn more about how Joe can help your institution! #TalentGathersHere
