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“Strategery” v. Real Strategy… [VIDEO]

by Shaun Heuerman | Jul 29, 2021 | Culture, Profitability and Growth, Strategic Planning

If strategic plans actually exist to create predictable growth, profit, and bank culture, why is it that most of them do the opposite? Why is it that in most banks in America, the strategic plans don’t get implemented? Why do I hear from hundreds of bank CEOs...

Breakthrough Banking Blueprint Shows You The Best Way [VIDEO]

by Shaun Heuerman | Jun 10, 2021 | Profitability and Growth, Sales & Marketing, Sales Process, Sales Training, Strategic Planning

When I first left day-to-day banking to start this business, my first client was voted every year as the country’s top franchise. Although I did their management development curriculum and educated their people about how to run that business, one of the things...

Who Made Up THAT Rule? [VIDEO]

by Shaun Heuerman | May 20, 2021 | 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...

The Elite Bank Performance Blueprint [VIDEO]

by Shaun Heuerman | Mar 31, 2021 | High Performance, Profitability and Growth, Strategic Planning

Let’s think through profitability for a second. Profitability has different meanings to different people because profitability by itself doesn’t mean much. When I first wrote the Profit-Growth Banking book before the last recession, I talked about how...

Your Team-Selling Checklist [VIDEO]

by Shaun Heuerman | Mar 10, 2021 | 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...

The Great Money Migration: How Much Money Will Leave You [VIDEO]

by Shaun Heuerman | Mar 3, 2021 | High Performance, Profitability and Growth, Strategic Planning

We all got away in 2020 with not having to be out there calling on people all the time because we’ve been waiting for things to go back to normal. For customers to walk into our lobbies again…to go back to the way it was. But it doesn’t seem to be going...
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