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
How to Make Your Virtual Sales Model Work [VIDEO]
Don’t look now, but the sales model has changed. Let’s face it, going onsite with one person, carrying a briefcase and being introduced through the door, is not working anymore. So, what an opportunity! You know that sales will need to continue, but if you go into reaction mode and only wait for them to call into your bank, you know where you’ll be in two to three years. It’s not going to be pretty. You’re going to have to figure out a proactive model to replace what used to work but now can’t, and might I suggest that it might even be better because then you determine, “How are we going to do this virtual sales model? What’s it going to look like? What kind of studios do we put people in? What kind of microphones do they have? What’s the lighting? What is the sales process? Who takes lead on what? How do you make sure the prospect has all of their AV set up before you join the call? Whom moves things along to make sure that everything is done correctly?”
Video: How to Make Your Virtual Sales Model Work
There is so much to figure out to get it right. And what an opportunity! Only those who lean in and learn new things and pull ahead will be those who will be taking the customers away from those who sit back and wait for things to get back to normal. Normal will probably not look like normal ever again, so lean in, learn what to do. This is a time of extreme opportunity.
– Roxanne Emmerich
Please watch the video above and share it with your exec team and board.
More From The Blog
What Your Board Doesn’t Know About Performance—And What It’s Costing You
Most boards are left out of execution—and it’s destroying performance. Here’s how top 5% banks fix it.
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.
Fix Performance, Fix Everything—Why Great Banks Don’t Leave Results to Chance
Hope doesn’t scale. Systems do. Find out how elite banks drive results with engineered behaviors and real-time accountability.
Community Banks Doing It Right – What the Top 5% Know and Do
Roxanne Emmerich reveals how top 5% banks grow $100M+ in core deposits and triple cross-sales—without matching rates or chasing gimmicks.
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.