by Shaun Heuerman | Aug 6, 2015 | Sales Process
Major consolidation will continue to be the norm in the banking industry over the next 18 months. In fact, next year is destined to be a major “shake out” year where weak banks will be acquired or closed—and banks that are in a position to capture the best customers...
by Shaun Heuerman | Jul 30, 2015 | Strategic Planning
Imagine a strategic planning process that allows for the right strategies proven to lower risk, improve profit, and build a sustainable system that creates predictable organic growth that actually was implemented and exceeded. You don’t have to imagine. That system...
by Shaun Heuerman | Jul 23, 2015 | Strategic Planning
Last week I discussed the hard truth behind most banks’ strategic plans: they lack…well, strategy. Let me quickly recap last week’s fails to avoid before diving into the next four. 1) The plan is a list of goals, and does not list the strategies on how to obtain those...
by Shaun Heuerman | Jul 16, 2015 | Strategic Planning
Let’s be frank: Most banks get no real value from their strategic planning process—just a list of unimaginative goals with none of the revolutionary thought needed to transform results, and very little hope of even getting beyond the book on the shelf. If that sounds...
by Shaun Heuerman | Jul 9, 2015 | Sales & Marketing
We’ve all been there. The car salesman slides the paperwork across the desk at you, pointing at the signature line. Just this one last step, he says, and there’ll be no way out.At least that’s how it can sound to the customer as she wipes her sweaty palms, wondering...
