by Shaun Heuerman | Feb 8, 2018 | Strategic Planning
I believe everyone wants to feel special and be treated uniquely according to their specific needs and wants. And when it comes to sales, some prospects are more special than others. Research shows that for banks up to $2 billion in size, their top 100 most...
by Shaun Heuerman | Aug 25, 2016 | Strategic Planning
Hopefully, you tuned in last week when I shared three major mistakes most bankers make when strategic planning. If you missed it, click the link at the bottom of this email to watch it. In this week’s video, I reveal the remaining four ways that banks set themselves...
by Shaun Heuerman | Oct 1, 2015 | Strategic Planning
If you haven’t done your strategic plan yet, be thinking about—not only the things I covered recently about strategic planning—but also the fact that one of the most important things you can do is bond your team. Here’s the thing: if you’ve got great strategies, but...
by Shaun Heuerman | Aug 27, 2015 | Strategic Planning
It’s strategic planning time…all over again. This year, you have the unique opportunity to change the way you’re doing things to change your results.The best way to do that?Make sure you have strategies in your strategic plan.Now hold on—you’re thinking you have them....
by Shaun Heuerman | Aug 20, 2015 | Strategic Planning
It’s that time of year again…it’s time to create a strategic plan to have a profound impact on next year’s financials—your growth, your profitability, and the safety of your organization. Now, to do that, you really need to think about the fact that most strategic...
by Shaun Heuerman | Aug 13, 2015 | Strategic Planning
Last week I discussed the first five strategies to help transform your bank to be stronger and more profitable than ever before. Now let’s dive into the next group of strategies that will impact the bottom line. 6. Free the vigilantes. Ray Kroc used to say that until...