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...
What is your opportunity cost per inbound call? In other words, how much profit is lost per mishandled call that doesn’t turn into a lead, then a customer, then a full relationship? I’m going to show you some math that’s going to make you a little bit...
I’ve heard it a thousand times—a CEO will say to me, “I am so tired of lenders walking into my office and saying, ‘Boss, I’m going to lose this deal unless we match the pricing.'” Yes, this is true, but only because they didn’t...
When everyone is competing for a scarce item, it becomes difficult unless you improve at it. This is exactly what we need to do with low-cost deposits. Let’s face it, there is no end in sight to the competition for low-cost deposits. Even when your bank is flush...
Sometimes, two different ideas seem to challenge each other. You’ve probably heard me say that everyone has a role in managing the culture of the organization. You’ve also heard me say that you can’t delegate culture. Let’s explore these...
When I was working on my graduate studies in organizational development, I learned about the concept of learned helplessness. What I’ve discovered is that it’s a significant issue. It’s often the reason why organizations don’t become Top Five...