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

How to Get Your Executive Team to go Beyond the Ordinary


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


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


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


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


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


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


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


The “No-Sales Approach” to Grow Sales

Bank Mystery Shopping Best Practices Checklist

The 14-Point Team Selling Checklist

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

ZeroRisk Benchmark

One-Page Strategic Plan