Programs

We believe boosting earnings starts with helping our clients.

Want to be in the top 5% of your peers? You need a clear plan of action and programs that support it. Explore our flagship programs and set up a strategy session with us!

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Trusted Advisor Certification™ Program


Management Development Certification™ Program


High-Performance Executive Development™ Program


Breakthrough Banking Performance Culture™ Program


Local Video Market Dominator Program


Accredited Banking Professional™ Certification Program

Trusted Advisor Certification™ Program


  • Do your customers rave to you that your team members are the only bankers they will ever want?

  • Are they still bringing up rates—reducing you to the commodity pricing of your most desperate competitors?

  • What if your team members become trusted advisors so that they can become indispensable guides for your customers?

  • What if your customers brought all their deposits to you because of the indisputable value your team brought to them?

  • What if the results were so good that your customers had BRAND INSISTENCE, demanding that you’re the ONLY banker they will ever use?

That’s what the Trusted Advisor Certification Program is all about

“Trusted Advisors”…YOUR experts with real skills helping real people grow their assets and create a future.

“Ever since I’ve been applying the Trusted Advisor Certification™ process from Emmerich, now I almost never have to talk about rates anymore.

B. Cruz

Vice President, Bank of Guam


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“My team brings in a $2 million to $3 million checking account every single week using what you taught us.”

C. Holland

Chief Executive Officer, Farmers State Bank of Alto Pass


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Management Development Certification™ Program


  • Do your managers understand how every team member to profit on a weekly basis?

  • Do your managers optimize cultural systems to align every team member to desired results?

  • Are your values tied to measurable daily behaviors so that team members live them and receive their own “culture score” on how they live those values?

  • Do your managers apply “same ol” management systems with no education on how to manage their team to get them into top 5% performance?

  • Did you know that 80% of all technology and other projects are abandoned before completion—how much does that cost you?

Thirty years of working with the highest-performing banks in the country leaves a few clues. By the second year of this program, your executives will be better than 95% of anyone in the field.

High-Performance Executive Development™ Program


  • Are you clear on what it means to be an executive of a “high-performing bank” (not the same at all as just being a “good banker”)?

  • Are you ready to move your leaders out of the classroom and into real world scenarios that move the profit needle?

  • Are your executives dialed into the soft skills needed to connect and build trust with prospects and clients?

  • Do your people love to perform and feel driven by results?

  • What are you doing to help your team overcome their limiting beliefs?

You want outstanding leadership.

Roxanne taught the program to incoming CEOs at the Graduate School of Banking, including how to become executives in
high-performing organizations.

 

“As a direct result of the Executive Development Program, we’ve experienced a much higher level of accountability within our executive team and senior leaders. That’s created big results for the bank—one of our most successful years ever.”

 L. Harrison

President & CEO, Virginia Partners Bank


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“We not only met EVERY goal in ALL our branches, but we exceeded many of our goals by 100 percent! Our entire organization acts like a team! I can’t imagine any banker who wouldn’t want this.

C. Hoffman

Chief Executive Officer, Richwood Bank


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Breakthrough Banking Performance Culture™ Program.
(By Application Only)


  • Did you know that for every bank with under $2MM in assets between 50 to 140% of your profits come from your top 100 clients (because 87% of your customers actually lose you money)?

  • Do you have a clear strategy to grow your top 100 (and pick them off from your competitors)?

  • Does your bank run like a franchise—with researched systems designed to optimize everything and work together in perfect harmony?

  • What if you had intentional congruence in hiring, culture, deposit growth, loan growth, marketing, sales and customer service?

As we become an extension of your executive team, we have strict limitations on how many banks we take on. Candidate banks are accepted through application or nomination only.

Local Video Market Dominator Program


  • Are you clear that the hottest leads will always go to whoever ranks at the top in the search engines?

  • Do you want the first crack at bringing in more core deposits?

  • What if you showed up #1 in multiple categories in Google?

  • And what if you could train Google to present you first to anyone searching for what you offer?

You deserve to dominate your market.

Through video content marketing you can educate prospects and current clients about all of your services to increase revenues and profits. You send social signals to search engines that drive you to #1 in your market and get you the majority of high-quality leads–people actively searching for what you offer.

“In less than 6 months with this program, we surged to #1 in the search engines for over 30 different keywords — and had a record breaking revenue month in December, usually one of our slowest months.”

J. Lynch

Managing Partner


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“We have seen a significant increase in our cross-sales since implementing your proven sales process we learned about at [this event]. We have also seen individual teammates grow from being fearful of “sales” to routinely building customer trust resulting in individual cross-sales of +10!”

D. John

Immediate Past President & CEO, Minnesota National Bank


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Accredited Banking Professional™ Certification Program


  • What if you could easily identify and go after your competitors’ top 100 most profitable clients and know you will win them 85-90% of the time in two short meetings?

  • What if you also knew that it didn’t even matter how much a prospect thought they loved their old bank–you would get the business anyway?

  • What if you could compete against the 4 or 5 desperate competitors that would undercut your rate by 200 basis points and beat them every time?

  • What if rate didn’t matter one bit? Really. What if the rate simply was never the issue again? Is that even possible?

You bet it is and it happens to our clients all the time.

CEOs refer to the graduates of this program as “super bankers.” They bring in large accounts at premium pricing with unprecedented close rates.