by Shaun Heuerman | Nov 2, 2023 | Effective Leadership, High Performance, Profitability and Growth, Sales & Marketing, Strategic Planning
Challenging times require great transparency of information going to the executive team and also going to the board. For instance, if I’m a bank CEO, I want to know if the account managers who are assigned to my current top 100 and top 1000 customers are in...
by Shaun Heuerman | Oct 26, 2023 | Effective Leadership, High Performance, Profitability and Growth, Strategic Planning
It’s never been more important to make sure that you’re talking to your customers in ways that matter. I bring this up because I just got done doing a live recording with some of the smartest marketers in banking across the United States, and I saw some...
by Shaun Heuerman | Oct 19, 2023 | High Performance, Profitability and Growth, Strategic Planning
Team selling is the new “it.” But most banks get it all wrong, sadly. They think team selling is “I send Joe out with Susie, and Pat goes out with Jane … and everything is good.” That is not team selling. Harvard Business Review had an instructive research-based...
by Shaun Heuerman | Oct 12, 2023 | Bank Marketing, Marketing Plan, Profitability and Growth, Sales & Marketing
I believe accountable people make the world go around. In this session, I’ll show you how to get everyone in your bank thinking about how to go get the next best customers at premium pricing. If you’re the kind of leader who has the traditional marketing department...
by Shaun Heuerman | Oct 5, 2023 | Consulting, Effective Leadership, Employee Motivation, High Performance, Profitability and Growth, Sales & Marketing, Sales Training, Strategic Planning
Marketing isn’t what it used to be. For many banks, it’s changing how you should be investing your marketing dollars and the strategies that you should be using. Video: Bank Marketing Isn’t What It Used To Be In my book, The Breakthrough Banking Blueprint, I quote...
by Shaun Heuerman | Sep 28, 2023 | Effective Leadership, Employee Motivation, High Performance, Profitability and Growth, Sales & Marketing, Sales Training, Strategic Planning
I was speaking recently for a bank marketing association and what occurred to me was that I made a big discovery. I asked them how they move net interest margin. And I got that “huh?” look. Video: Single Most Important KPI for ROI in Marketing Then I dug a little bit...
