Your Team Selling Checklist [VIDEO]
Tag-alongs aren’t team selling. Use this checklist to assign roles, split first vs. second call objectives, and run the pre-call prep that produces 85–90% close rates on top-100 prospects.
This Thanksgiving holiday, I give thanks for you. And I hope that you’re in a state of gratitude.
Gratitude is the filter with which we take in life. At every moment in time, things could be a whole lot worse. And that’s what gratitude is–seeing the good things.
I constantly remind my team about when I was growing up milking cows, going to the barn in the morning when it was 20 degrees below zero with snow blowing sideways set a bar it has been easy to rise above. Right now, no matter what I’m doing, it never feels like work. I’m in a state of gratitude. My life is always better.
No matter where you are in life, be grateful for what you have. Because that gratitude brings joy. And on this special holiday, one of the best ways to extend gratitude is to lift someone else up.
Make a conscious plan today about who you’re deciding you’re going to make an impact on in the next two days, and get busy. Make a difference in their lives. We feel best about ourselves when we’re giving to others and shifting their lives.
Be very intentional this Thanksgiving about making that difference. Choose your target, have some fun, and Happy Thanksgiving.
– Roxanne Emmerich
I hope you’ll watch and share the video with my thanks and best wishes for your holiday.
Want the tools, wisdom, and confidence to become the only bank your clients will ever need? Get on the Trusted Advisor waitlist.
Tag-alongs aren’t team selling. Use this checklist to assign roles, split first vs. second call objectives, and run the pre-call prep that produces 85–90% close rates on top-100 prospects.
Most banks deliver “pretty good.” That’s not loyalty. This episode reveals a 3-step execution system—blended learning, measurement, coaching, and celebration—to engineer daily WOW service that sticks and grows deposits, margin, and community pride.
Roxanne Emmerich exposes the hidden flaw in your strategy that’s quietly destroying net interest margin — and the proven path to take back your pricing power.
AI isn’t coming—it’s already here. Discover why most bank roles are now obsolete, and what your team must become to survive.
Your plan won’t save you. A strategic planning system designed for high-stakes execution will. Here’s how top community banks avoid merger collapse.
Most banks pretend that culture can be delegated. Wrong. Elite banks weaponize culture as their profit engine. Here’s the system CEOs can’t ignore.
Roxanne Emmerich exposes the toxic lie behind most strategic plans—and the second-order thinking top banks use to pull away from the pack.
Your boardroom may be your biggest blind spot. Discover how elite banks fix strategy at the Breakthrough Banking Blueprint™ Bootcamp.
Most boards are left out of execution—and it’s destroying performance. Here’s how top 5% banks fix it.
Forget templates. Roxanne Emmerich reveals how top banks burn the rulebook and build execution systems that deliver relentless results.