The Strategic Planning Lie That’s Keeping You Average
Forget templates. Roxanne Emmerich reveals how top banks burn the rulebook and build execution systems that deliver relentless results.
Don’t look now, but strategic planning season is right around the corner, and what do you do in a time with all of this unrest? Just when you’ve had a great PPP season and a record-setting season for mortgages, we know those games are over and now come the weak loans as a result of what we’ve just been through.
Video: Post-COVID Strategic Planning
So what kind of strategies do you need to have this year? Because there’ll be huge opportunities, as a lot of banks will be going under and giving up for those who pay attention to really pull ahead in a big way.
This is the time to get your executive team thinking strategically about opportunities. The old games aren’t going to be the ones that work. For example, I’ve been reading strategic plans for banks for the last 30 years, and so many of the strategic plans are filled with ideas that are not in fact strategies, like “Hire more commercial lenders.” Does that work to solve the commercial loan growth issue based upon the fact that we’ve seen thousands of banks try it over the years and never with any success?
So, we can’t keep throwing the same old solutions at the problems, especially since the problems are new. We’re coming into an election, and we don’t know the results. We don’t know what will happen with, interest rates. We don’t know what will happen with COVID, so now is the time that the executive team needs to understand strategy and what that means—how to think strategically, react quickly and change things as necessary to adjust—because those banks that stay fluid and strategic in their thinking will have a world of opportunity ahead of them.
– Roxanne Emmerich
Please watch the video above and share it with your exec team and board.
Forget templates. Roxanne Emmerich reveals how top banks burn the rulebook and build execution systems that deliver relentless results.
Hope doesn’t scale. Systems do. Find out how elite banks drive results with engineered behaviors and real-time accountability.
Roxanne Emmerich reveals how top 5% banks grow $100M+ in core deposits and triple cross-sales—without matching rates or chasing gimmicks.
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.
One bank ditched fake smiles and vague reviews—and doubled profits in 12 months. Here’s how they built a culture that actually works.
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.
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.
Top banks play to win. Discover what they do differently—and why it starts with culture and strategy.
Most banks track performance after it’s too late. In this week’s video, Roxanne reveals the exact metrics Top Gun CEOs use to fix results before they lag.
Midyear banking strategy not working? Elite banks accelerate, not apologize. Here’s how to finish strong—with accountability, margin, and momentum.