Sales Process Archives | Blog Category

I believe that most people working in banks perform at a fraction of their potential.

In this session, I will show you how your people (like many bankers before them who couldn’t but now do) can average 6–7+ cross-sales and ALL the deposits in a way that never feels sales-y.

If you’re the kind of leader:

Who has been preaching to your people that you want all the deposits and all the cross sales, but you feel it isn’t getting better fast enough, stay with me.

Or, if you have some people who are still “order taking” and losing the opportunity to do business with many of the rate inquiries who would have turned into your customer IF your person handling the inquiry knew a system that would actually make that happen,

Transforming Deposit Growth: Three Steps for Banks to Improve Sales Effectiveness and Boost Their Bottom Line [VIDEO]

I believe that banks often make the mistake of complicating simple tasks which is particularly true when it comes to deposit growth.

However, shifting our focus from “training” to “educating” can turn this problem into a big win in no time.

Training teaches people what to do. Education teaches people how to be.

Banks have been using the words “trusted advisor” for decades now but are only about 5% of the way toward being able to say those words with any credibility. Their teams simply don’t know what to do to make themselves the only banker that customers would ever need.

Beyond Trust: How to Get ALL of Your Customers’ 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’ll get there.

If you’re the kind of leader:

Who has a team member or two who already know how to get large checking accounts without matching price?

Stop Fishing in the Whole Lake and Reel in the Most Profitable Deposits with These 5 Steps [VIDEO]

Are you tired of spending your marketing dollars on strategies that don’t bring in the low-risk, high-profit clients you desire? Look no further!

In this episode, we will reveal a proven system to help you find your next top 100 most profitable clients, leading to increased profitability and peace of mind.

We understand the challenges that come with trying to attract large deposit accounts away from an incumbent bank. But with our five-step process, you can start closing deals with these top-tier clients in just a few short weeks.

Step 1: Instead of “fishing the whole lake,”

Revolutionize Your Bank’s Deposit Strategy: 4 Proven Steps to Attract Deposits Without Competing on Rates [VIDEO]

I believe low-cost deposits are critical to a bank’s success.

So, how DO you stop competing on rates and start winning on value?

In this episode, I will show you how to attract low-cost deposits without matching your competitor’s exorbitant rates.

Picture yourself as a captain of a ship lost in the sea, trying to find the right direction to reach the shore. You could see other ships on the horizon, but they are all heading in different directions, and you’re unsure of which way to go. That’s how most banks feel when they’re trying to find low-cost deposits.

Boost Your Bank’s Bottom Line with One Change [VIDEO]

I believe in the unlimited upside potential in your team, and I believe that with the proper tools, they are capable of so much more!

In this video, I’m going to show you how to eliminate the limiting beliefs that keep your team matching rates instead of going after substantial premium pricing on better quality clients.

They’ll start getting bigger and better-quality customers within weeks.

If you’re the kind of leader…

Who feels like a broken record and is about ready to pull out your last hair begging and pleading for your team to change their ineffective sales approach—you’re going to love this.

Do Your Salespeople Know When to Talk USPs? [VIDEO]

I believe that most of your salespeople have only begun to tap into their true potential. They just don’t have the confidence to go after large deals that are happy with their current bank and ask for premium pricing.

In this episode, I’m going to show you how the right sales system can help your people get excited about and effective at pulling in the very best customers…without PRICE even being brought up. You’ll get the respect of getting paid what you’re worth.

If you’re the kind of person:

Who is frustrated that your people fall into the trap of thinking they’ll lose a deal unless they match the rate…you’re going to love this.

Rate Matching Isn’t Required: Follow My 3-Step Process to End Rate Matching Forever [VIDEO]

I believe rate matching is the most destructive force in community banking today. Because of it, community banks are underpaid for the value you deliver. I believe you should be paid more.

Today, I’m going to show you how to stop your prospects from asking you to match a rate to “win the business” and start getting paid more within the next two weeks.

Deal?

Great!

You’re going to love this IF you’re the kind of person…

Who has team members at your door saying, “we can do this deal if we match the rate” (and you know that’s no good).

The “No-Sales Approach” to Grow Sales [VIDEO]

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 going to show you how to not only recover from the damage that was done to the industry, but also deal with the potential skepticism that customers will have about who’s best interest it’s in when a banker is recommending a product.

There are a few challenges to keep in mind…

Your employees may take the media impact and use it as an excuse to never have to sell.

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.