Archive for October, 2019

BankTalentHQ Podcast 10/30/19

October 30th, 2019

Fail to plan and you will plan to fail! The BankTalentHQ theme this month has been strategic planning for 2020. Our podcast host, Brian Hoffman, shares an article with you this week on how neglecting to plan will lead to failure. Tune in and take notes! #TalentGathersHere

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 […]

BankTalentHQ Podcast 10/16/19

October 16th, 2019

This month, BankTalentHQ is talking all things strategic planning! Listen to this week’s podcast to hear how your bank can be confident in creating the perfect strategic plan for the upcoming year. #TalentGathersHere

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 […]