by Shaun Heuerman | Jan 21, 2015 | Strategic Planning
Do you mind if I ask what on Earth you think you’re doing? I’m sorry, that was rude. I’m not trying to be nosy. But I couldn’t help noticing that you’re doing the old “Mission Statement, SWOT, and Goals” thing. That’s...
by Shaun Heuerman | Jan 8, 2015 | Sales Process
Blow Your Competitors Out of The Water You’ve heard it before – the bankers who are STILL calling on clients asking hideously inept questions such as, “What kind of things are you looking for in a bank?” or “Tell me about your business,”...
by Shaun Heuerman | Dec 17, 2014 | Strategic Planning
Is your strategic plan the right plan—and one that can and will get completed?If you’re like most bankers, you probably pulled your strategic plan together eight or nine months ago. But is everyone in the bank on a weekly process to make sure they all hit the...
by Shaun Heuerman | Dec 11, 2014 | High Performance, Workplace Culture
Culture is the leading predictor of future growth and profitability. Great news if you have a great culture—otherwise, not such good news. After working with hundreds of banks over 24 years, I can say unequivocally that banks that turn around their cultures...
by Shaun Heuerman | Dec 10, 2014 | Sales Meetings
We’ve all been in those meetings… Everyone saunters into the room, they sit down, pull out pen and paper… …and, the agony begins. Conversations run in circles, the clock seems to almost standstill, and an hour later, everyone leaves the room having accomplished...