This is a great time to be addressing this issue. It’s a new year, everyone is focused on the year ahead, and we not only want to get off to a great start, but keep that momentum up throughout the year. Tracking goals and progress is the way to do that. First, let’s make sure […]
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Attracting and hiring great talent always begins with highly impactful job descriptions. Creating engaging and inclusive job descriptions is easier than you may think. A bad hire costs money and drains productivity. The wrong cultural fit can be disastrous, and its effect felt for years. Crafting an accurate job description can be invaluable for both […]
Every year we are required to set new goals and targets to help grow our Bank. The key to achieving these goals is understanding WHY they are important. The better you understand WHY it is important to achieve your goals, the more motivated you will be to achieve them. It all starts with WHY. The reason […]
As 2019 comes to an end and a new decade begins (regardless of whether you think that is 2020 or 2021), it is a wonderful time to reflect upon the past 10 years and recognize all the many amazing achievements that have occurred. Start by considering where you were 10 years ago! In early 2010, […]
As an employee, how should I prepare my sales accomplishments from the year to take to my performance management review?
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
Are there benefits to having staff review managers during the performance review process? If so, what are they?
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 […]