by Shaun Heuerman | Oct 20, 2022 | Cross-Sales, Get More Cross-Sales, Sales & Marketing, Sales Process
I believe people want to trust their banker and count on them to guide them to good financial decisions. It’s been harder these days to get that trust thanks to a mega bank that was called out on sales practices that caused improper cross-sales. In this video, I’m...
by Shaun Heuerman | Oct 13, 2022 | Cross-Sales, Get More Cross-Sales, Sales & Marketing, Sales Process
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...
by Shaun Heuerman | Oct 6, 2022 | Cross-Sales, Get More Cross-Sales, Sales & Marketing, Sales Process
I believe that people are happy to pay more for someone who provides a unique benefit that creates a substantial ROI value to them. I want that someone to be you. In this episode, I’ll show you how to win all the business of your prospects without them ever...
by Shaun Heuerman | Sep 29, 2022 | Cross-Sales, Get More Cross-Sales, Sales & Marketing, Sales Process
I believe banks deserve to get paid far more for what they do. One of the biggest factors in this inequity is rate matching. But the good news is, it’s preventable. In this episode, I’m going to share with you a process to get your people to stop rate matching for...
by Shaun Heuerman | Sep 14, 2022 | Sales & Marketing
Cross-sales is a measure of trust I believe people get energy and feel good about themselves when they help other people. In this episode, I’m going to show you how to get your team excited about having your clients acquire all the products and services that...
by Shaun Heuerman | Aug 4, 2022 | Culture, Effective Leadership, Employee Motivation, High Performance, Profitability and Growth, Sales & Marketing, Sales Training, Strategic Planning, Workplace Culture
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,...
