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Biggest mistake made in strategic planning is… [VIDEO]

by Shaun Heuerman | Jul 21, 2022 | Culture, Profitability and Growth, Strategic Planning

What’s the biggest mistake made during a strategic planning day? That’s easy. Lack of intentional congruence.   In other words, there’s a whole bunch of stuff on the paper, but it doesn’t match. I remember when I was a young mother, and my mother...

The Real Question Is, Can You Afford Not To? [VIDEO]

by Shaun Heuerman | Jul 14, 2022 | Effective Leadership, Employee Motivation, High Performance, Profitability and Growth, Sales & Marketing, Sales Training, Strategic Planning

A dear friend asked me a question one time, “Oh really, can you afford not to?” And I thought that was one of the most brilliant questions I’ve ever heard. Let me pose it to you this way. Can you afford not to figure out how to increase your net interest margin...

The Three Books That Can Move Mountains [VIDEO]

by Shaun Heuerman | Jun 23, 2022 | Effective Leadership, High Performance, Profitability and Growth, Sales & Marketing, Sales Training, Strategic Planning

I am a nerd. I’ve always been a nerd. When I was a little kid, I used to go to the library every other day and I would drag books all the way up to my chin back onto the bus and back off of the bus, then back to the library. I’d fill up with books about...

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

by Shaun Heuerman | Jun 9, 2022 | 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...

Create a Rockin’ Culture, Even in Difficult Times [VIDEO]

by Shaun Heuerman | Jun 2, 2022 | High Performance, Profitability and Growth, Strategic Planning

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...
Profitable Bank Differentiation: How Top Banks Rise Above the Rest

Profitable Bank Differentiation: How Top Banks Rise Above the Rest

by Shaun Heuerman | Dec 15, 2021 | Bank Marketing, Customer Satisfaction, Profitability and Growth

This last year was brutal for NIM compression at most community banks. And yet it was understandable, and it reconciled with some nice PPP fee income that drove up the profits of many banks. However, bank boards are now more than a little concerned. Since fee income...
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