Archive for the ‘Uncategorized’

As an employee, how should I prepare my sales accomplishments from the year to take to my performance management review?

November 22nd, 2019

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 […]

BankTalentHQ Podcast 11/13/19

November 13th, 2019

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?

November 1st, 2019

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, […]

Fail to Plan and you will Plan to Fail

October 25th, 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 […]

How do I become a leader within my industry?

October 18th, 2019

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 […]

How can we start building a better pipline management process for the new year?

October 11th, 2019

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?

October 4th, 2019

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 […]

As a leader, how can I improve my listening and understanding skills to better serve my employees?

September 20th, 2019

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 […]

How can better staff relationships within my bank help us meet our sales goals?

September 13th, 2019

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 […]

I have an employee who is struggling month after month to meet their goals. How do I have the difficult conversation with them about needing to improve?

September 6th, 2019

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 […]