How Technology Can Help Scale Personal Relationships with Customers [VIDEO]

It’s a whole new playing field out there.   With AI we now have the tools to find your next best customers, but if you don’t bring wisdom to the tools, you have more junk.    There’s a world of difference between information and communication.    There’s a world of...

Finding Top 100 Customers [VIDEO]

We know that for banks that have 2 billion in assets that anywhere between 50 to 140% of their profits come from their top 100 most profitable customers.   But the real question is how do we find another 100 just like these? Well, they have the same psychographics,...

What is the Most Effective Way to Choose the Right Next Best Customer [VIDEO]

Several years ago, there was a gentleman who came into our boot camp, and he was an EVP of a bank on the West Coast.   He told me that they had hired a firm, spent several hundred thousand dollars, and been in meetings for five months to figure out how to find their...

Unleash Your Bank’s Full Sales Potential with a Proven Accountability and Visibility System [VIDEO]

I believe that most people working in banks perform at a fraction of their potential.   In this session, I will show you how your people (like many bankers before them who couldn’t but now do) can average 6–7+ cross-sales and ALL the deposits in a way that never feels...

Transforming Deposit Growth: Three Steps for Banks to Improve Sales Effectiveness and Boost Their Bottom Line [VIDEO]

I believe that banks often make the mistake of complicating simple tasks which is particularly true when it comes to deposit growth.   However, shifting our focus from “training” to “educating” can turn this problem into a big win in no time....