What Boards Miss That Can Tank a Bank
Your boardroom may be your biggest blind spot. Discover how elite banks fix strategy at the Breakthrough Banking Blueprint™ Bootcamp.
Welcome to the Top 5 Percenter™ Blog
5 Ways to Command Higher Pricing without Losing the Deal
Here Are Five Ways to Improve Your Bottom Line and Customer Satisfaction
1) Bundle your products so there are no apple to apple comparisons: “Our 7-year mortgage program happens to come with free checking, free bill pay, free Internet banking, a free debit card AND a line of credit that will cover overdrafts at a reduced rate of $____ if you sign up for this package prior to closing.”
2) Teach wisdom: your clients want you to teach them how to make wise financial decisions. Show them how to ladder CDs, so they maximize returns without giving up access to their cash… and they’ll shift the focus from rate to the relationship.
3) Expect that you will earn all the relationship: Let your client know that you don’t want to be an afterthought… but rather the place where all their finances are handled, so their life is made easier. When you declare your intention to be a key player, you will earn their confidence to be exactly that.
4) Think beyond today: Look for ways to do a loss leader that allows you to capture a lifetime stream of income. NEVER do loss leaders if your people do not have the mindsets or skill sets to upsell.
5) Tell them you WANT the business: A man once said, “I’m only interested in women who are extremely interested in me.” There is nothing more alluring than letting a client know that you really want to work with them.
More From The Blog
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Fix Performance, Fix Everything—Why Great Banks Don’t Leave Results to Chance
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Community Banks Doing It Right – What the Top 5% Know and Do
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Why Most Banks Fail at Cross-Selling—And How the Best Banks Are Tripling Results
Cross-selling isn’t a script—it’s a system. Discover how top-performing banks engineer daily discipline that triples products per customer and locks in loyalty.
Your “Nice” Culture Is a Lie. And It’s Costing You Millions.
One bank ditched fake smiles and vague reviews—and doubled profits in 12 months. Here’s how they built a culture that actually works.
Straight Talk from the C-Suite: What High-Performing Bank Execs Are Doing Differently
Top execs are done with old sales playbooks. Discover what’s replacing them—and why one COO hasn’t missed a quarter in six years.
How Elite CEOs Run Game-Changing Board Meetings
Most board meetings are packed with data—but starved of strategic clarity. Discover how the top 5% of banks engineer boardrooms that drive performance, challenge respectfully, and align with breakthrough plans. This week’s episode reveals what high-performing CEOs do differently—and how you can bring that same power to your board.
What the Best Banks Know—and the Rest Still Don’t Get
Top banks play to win. Discover what they do differently—and why it starts with culture and strategy.