by Shaun Heuerman | Mar 10, 2011 | Customer Success, Sales Process
Anybody who walks into your bank has got a real problem. People without problems don’t wake up in the morning and say, “Today is a good day to spend talking to a banker,” any more than they would decide to talk to a doctor for kicks. People without...
by Shaun Heuerman | Mar 3, 2011 | Customer Success
One of the best side effects of the recession is the long, hard look consumers are taking at their financial habits. Nine credit cards and three mortgages might not have been such a boffo plan after all. We also see the rebirth of a virtue of the past—saving. Even if...
by Shaun Heuerman | Feb 3, 2011 | Customer Success
You have to do some cost-cutting. Fine. It’s part of the responsible stewardship of your business. But if you think across-the-board cuts are best simply because it distributes the pain and keeps interdepartmental whining to a minimum—you’d better think...
by Shaun Heuerman | Oct 28, 2010 | Customer Success, Profitability and Growth
This is YOUR time. Never has there been a better time to pick off your competitor’s top clients. Here’s why: 1) Your competitors are napping. They are consumed with asset quality. They think they have a pause button that says, “All else on hold while we clean up this...
by Shaun Heuerman | Jun 10, 2010 | Customer Success, High Performance
If I owned a tattoo shop for bankers, I’d ink the same thing over and over onto client after client: Life gives to the givers and takes from the takers. It’s not just pithy, you know—it’s true. If you want to put your bank on the receiving end of the...
by Shaun Heuerman | Mar 11, 2010 | Customer Success, Profitability and Growth
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 on the...