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The Three Books That Can Move Mountains [VIDEO]

by Shaun Heuerman | Jun 23, 2022 | Effective Leadership, High Performance, Profitability and Growth, Sales & Marketing, Sales Training, Strategic Planning

I am a nerd. I’ve always been a nerd. When I was a little kid, I used to go to the library every other day and I would drag books all the way up to my chin back onto the bus and back off of the bus, then back to the library. I’d fill up with books about...

What Is Your Conversion Rate From Inquiry to Customer? [VIDEO]

by Shaun Heuerman | Jun 9, 2022 | High Performance, Profitability and Growth, Strategic Planning

What is your opportunity cost per inbound call? In other words, how much profit is lost per mishandled call that doesn’t turn into a lead, then a customer, then a full relationship? I’m going to show you some math that’s going to make you a little bit...

Create a Rockin’ Culture, Even in Difficult Times [VIDEO]

by Shaun Heuerman | Jun 2, 2022 | High Performance, Profitability and Growth, Strategic Planning

When times get a little challenging, people can wig out and the team dynamics get a little interesting. But it doesn’t have to be that way. Culture can be managed and culture can remain great, but you’re going to have to pay more attention to your culture than...
How To Ethically Steal Your Competitors’ A+ Top Clients

How To Ethically Steal Your Competitors’ A+ Top Clients

by Shaun Heuerman | May 12, 2022 | Strategic Planning

Loan growth. Ears of bank CEOs across the country perk up when those two words are spoken, especially now in 2022. But there’s a caveat to that as well. Grow loans too quickly and regulators will be all over you, assuming all manner of misdeeds. Too slowly and...
Today’s Bank Strategic Planning is Neither Strategic Nor Planning…

Today’s Bank Strategic Planning is Neither Strategic Nor Planning…

by Shaun Heuerman | Dec 8, 2021 | Profitability and Growth, Strategic Planning

What’s the biggest question in board rooms and among smart bank executives right now? Easy: “How will we replace PPP income in 2022?” That is the hottest question from call-ins to our office from bank CEOs over the last few weeks. And this may be the most important...
Loan Growth Strategies for 2022: Insights for a Post-PPP World

Loan Growth Strategies for 2022: Insights for a Post-PPP World

by Shaun Heuerman | Oct 15, 2021 | Profitability and Growth, Strategic Planning

It’s unprecedented. In talking with a few dozen CEOs these last two weeks, almost all used the exact same words…  “I’m very concerned about 2022. How are we going to replace the income from PPP and the other programs? AND ALL I HEAR ARE EXCUSES FROM MY TEAM…”  “We’re...
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