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Below, you’ll find the bonus templates, tools, videos, and processes that will help you implement the strategies offered in my Breakthrough Banking BlueprintTM book. An email with this link has also been sent to your inbox for future use.

Transformational Leadership

How to Get Your Executive Team to go Beyond the Ordinary

Deposit Masterclass Video Series

How to Never Become a Vendor in the Eyes of Your Customers

Where the Low-Risk, High-Profit Clients Are Hiding

How to Move Beyond “Trusted Advisor” Lip Service to Get ALL of their Deposit Business

Bank Sales Training Basics—With One Important Twist

The Dangers of False-Attempt Sales Training

Premium Pricing Masterclass Series

Rate Matching Isn’t Required: Follow My 3-Step Process to End Rate Matching Forever

The 4 Levels of USPs (and How to Double Your Profits with Level4s)

The Effective High-ROI Alternative to Branding

Do Your Salespeople Know When to Talk USPs?

Boost Your Bank’s Bottom Line with One Change

Loan Growth Masterclass Video Series

Avoid the Four Issues Sabotaging Your Lending Team

More Loans from Your Best Customers at Better Pricing

The Right Way to “Pass the Baton” in Team Selling

Using Accountability to Stop the “Game-Playing”

Why You Need to Forget the Sales Funnel – and Do This

Cross-Sales Masterclass Video Series

Why Traditional Sales Training Never Helps and Often Hurts Cross-Sales

Ask the Magic Question So That You Never Have to Talk Rate

Get a 250% Boost in Wallet Share

How to Double Cross-Sales at Your Bank in 5 Months

The “No-Sales Approach” to Grow Sales



Bank Mystery Shopping Best Practices Checklist

Team Selling Checklist

The 14-Point Team Selling Checklist


7 Biggest Mistakes to Avoid in Identifying Your Next Top 100 Most Profitable Prospects

Zero Risk

ZeroRisk Benchmark

One-Page Strategic Plan

Audio Files

Schedule a complimentary fast-track implementation call to start getting results in one key area covered in the book that matters to you…let’s set the intention for you to move needles within the next few weeks! OR let us help you discern priority areas of breakthrough. You decide.