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

by Shaun Heuerman | Aug 24, 2023 | 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 leader:...

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...

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...

How to Consistently Deliver WOW Customer Service [VIDEO]

by Shaun Heuerman | Jul 13, 2023 | Bank Marketing, Marketing Plan, Profitability and Growth, Sales & Marketing

I believe people love to have positive attention lavished on them. EVERY bank is facing these challenges. bank is facing these challenges. bank is facing these challenges. this episode, I’m going to show you how to take your already good customer experience and turn...