Archive for the ‘Uncategorized’

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 […]

What do bankers want to be as they grow up?

August 30th, 2019

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 […]

VIDEO: Ten Tips for Reaching Success #9

August 21st, 2019

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

Leadership Management – The Power of Listening

August 2nd, 2019

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, […]

VIDEO BLOG: Ten Tips for Reaching Success #8

July 31st, 2019

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