Conventional Wisdom Is Killing Your Bank’s Future Potential [VIDEO]

Isn’t it fascinating how for years and years and years, people would fight wars by standing in line with red coats on, in formation, shooting guns, while the other side would come at them when they had guns standing in line, running with swords, thinking that they could win. That same thing is happening in banking today. 

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Keeping Your Top 100 in Your Back Pocket [VIDEO]

During challenging times, the one thing you can count on is that desperate competitors and fly-by-night organizations are going to come in and try to take away your best customers.

 

 

Let’s face it, your top 100 customers, for any bank under $2-billion asset size, account for anywhere between 50 to 140% of your profits.

And you also can’t be matching the rate.

At the time of the inquiry, when someone calls in and says, “Hey, I’m one of your best customers, and I just got this offer from someone else and it’s looking pretty good,” is the time when your team member needs to get this exactly right.

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How to Manage for Profit in Challenging Times [VIDEO]

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 contact with each one of them, or if they’ve just left a voicemail, or if they’ve actually had communication. I want to know if anybody’s on the outside. I want to know if anybody has called in and asked for a lesser rate to match something that they’re getting in terms of an offer someplace else.

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How to “Turn Off the Noise” and Finally Get Marketing That Works [VIDEO]

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 and they do “their thing” and nobody quite understands the why or the how except those in the department, that’s very typical.

You’re going to love knowing that you can expand that department so that everyone in the bank believes they are a marketer.

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Who Made Up THAT Rule? [VIDEO]

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 may have a belief system that’s not true. And the question that we have to look at as an executive is, “what has to be true for us to challenge what we believe to be true?”

You see, there are many beliefs within our industry right now,

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How to Double Cross-Sales at Your Bank in 5 Months [VIDEO]

I believe that truly great organizations have mastered two things—great people and great systems.

 

In this session, I’m going to share with you a system that has consistently and predictably doubled cross-sales in 4–5 months.

Now, if you’re the kind of leader:

Who has had a few false attempts at fixing the “order taking” pain point at your bank, you’ll love what I’m going to share. You don’t need to give up OR take it on the chin again with another false attempt where a sales trainer tells you they can rope the moon but forgets to mention that they don’t own a rope.

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

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 you provide is worth the cost. That’s a prime position for you to be in—now here’s how you’re going to get there.

If you’re the kind of leader…

Who has a team member who already knows how to get large checking accounts without price being relevant while getting the entire relationship,

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