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How to Create a Rockin’ Culture, During Difficult Times [VIDEO]

by Shaun Heuerman | Sep 18, 2023 | Culture, High Performance, Profitability and Growth, Workplace Culture

When times get a little challenging, people can wig out and the team dynamics get a little interesting. But it doesn’t have to be that way. Culture can be managed and culture can remain great, but you’re going to have to pay more attention to your culture than...

Who Made Up THAT Rule? [VIDEO]

by Shaun Heuerman | Sep 14, 2023 | Deposits, High Quality Loans, Increase Net Interest Margin, Profitability and Growth, Sales & Marketing, Strategic Planning

Everyone has patterns of disbelief. Some people believe that in politics, there is one side or the other, and they’re unwilling to look at the alternative. Still others believe that the moon is made of cheese. You may have a belief system that’s true. You...

How to Move Beyond “Trusted Advisor” Lip Service to Get ALL of their Deposit Business [VIDEO]

by Shaun Heuerman | Aug 17, 2023 | Deposits, Profitability and Growth, Sales & Marketing

I believe people want to work with “the best.”   When people truly trust you and you bring value that exceeds your additional pricing, people are willing to bring all their business to you and your bank. At that point, price has little relevance. They know that...

What Is Your Conversion Rate From Inquiry to Customer? [VIDEO]

by Shaun Heuerman | Aug 10, 2023 | High Performance, Profitability and Growth, Strategic Planning

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...

Where the Low-Risk, High-Profit Clients Are Hiding [VIDEO]

by Shaun Heuerman | Aug 3, 2023 | Deposits, Profitability and Growth, Sales & Marketing

I believe that sometimes one tweak can make a huge impact. In this video, we’ll tackle proven techniques you can use immediately to find your next top 100 most profitable, low-risk clients. Those are exactly the customers you want on your roster—and it’s worth the...

How to Never Become a Vendor in the Eyes of Your Customers [VIDEO]

by Shaun Heuerman | Jul 27, 2023 | Deposits, Profitability and Growth, Sales & Marketing

I believe the world is full of abundance—a field of diamonds is in every back yard. You just have to mine your share. In this video, I’m going to show you how to find and bring in all the deposits you want in YOUR market without paying up. If you’re the kind of...
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