We Believe Boosting Earnings Starts with Helping Clients
Are you ready to become a Top 5 Percenter™? You need a clear plan of action and programs that support it. Explore our flagship programs and set up a strategy session with us! Planning plus execution will get you there.
Elite Performance Accelerator™
So that you become a Top 5 Percenter™
Over-subscribed – Available by application or recommendation and approval only
Are you interested to find out how the most elite community banks in the country, those that set the bar and consistently perform in the top 5 percent of their peers on almost every measure?
Find out more about our flagship program.
Accredited Banking Professional Certification™
So that you close the most profitable accounts in your market
What if you enjoyed a 90% close rate on your competitor’s best customers and brought over the entire relationship?
What if you could command at least 150 basis points more on every loan and consistently pull in 7-figure business checking accounts?
That’s why many banks who went through this program refer to their Accredited Banking Professionals as “Super Bankers.”
AI Local Market
Dominator
Dominator
So that the best prospects always find you first
Since banks under $2 billion receive 50-140% of their profits from their top 100 customers, what if you could DOMINATE your local market so those who are looking choose you first?
The best-performing banks of the future will be those that can use AI to find and land the next most-profitable customers.
What got you here won’t get you there…
AI is the new tool of domination.
Trusted Advisor
Certification™
Certification™
So that you become the only banker they’ll ever need
What if your customers told your people, “You’re the only banker I’ll ever want”?
Forget brand awareness—you need brand insistence. That comes from 10X-ing your game in terms of skills.
One CEO shared, “I have been serving clients for 30 years, and found out I only had about 5% of the knowledge I needed to really help them. Wish I had this for my whole team years ago.”
Hiring Rock Stars
Program
Program
Because as you become a top
performer, mere mortals simply don’t fit in.
performer, mere mortals simply don’t fit in.
High-performing banks have a big problem. Mere mortals don’t fit in BECAUSE…
… high performers only want to work with other high performers.
What if you had a complete hiring system that reduces your hiring mistakes, attracts people who are passionate about your bank and welcomes only team members with ambitious career trajectories?
It’s time to hire Rock Stars.
High-Performance Executive
Development™
Because it’s time to leave the
regression school of banking behind.
regression school of banking behind.
Let’s face it: nobody ever feels fully prepared to run a high-performing bank. The scariest executives are the overly confident ones—as Andy Grove proclaimed, “Only the paranoid survive.”
This program is about getting your leaders aligned so that they know precisely how to rally their teams in the same direction.
Discover how to decrease the drama, conflict and low performance– the friction that keeps execs from fulfilling their legacy.
Mind Types Mastery: Redefining
How to Work Together
How to Work Together
Because when you know their WHY, you
build an inspired culture.
build an inspired culture.
Imagine that you could compose your team like a symphony by aligning each person to their strengths.
Imagine you could help your team overcome their weaknesses and their “Kryptonites” so that they maximize their efficiencies and increase your ROI.
And what if you passed the baton at each stage to the right people and kept it out of the hands of the wrong people?
And…what if people stopped silently resenting each other but instead joyfully collaborated?
Get ready to master their Mind Types!
Management Development
Certification™ Program
Certification™ Program
Because CEOs tell us that graduates from this
program are more capable than 30-year executives.
Are you suffering the dreaded “middle management breakdown?” What if your managers instead:
• Clearly understand how everyone ties to profit on a weekly basis.
• Master the conversations of low performance so those problems don’t roll up to you or drag on?
• Manage projects “like a boss”—so you stop wasting time on unnecessarily expensive implementations.
• Deal with “disingenuous reporting” and communication so that you have authenticity and visibility on things that really matter.
Significant Increase in Cross-Sales
“We have seen a significant increase in our cross-sales since implementing your proven Retails Sales process. We have also seen individual teammates grow from being fearful of “sales” to routinely building customer trust resulting in individual cross-sales of +10!“
B. Calderara
President & CEO, Ulster Savings Bank
The Right Target Markets
“Our cross-sales number started at 2.84 and now we’re at 7.4. We’re focused on the right target markets and our Top 100 most profitable customers are really making an impact on asset quality.”
T. Etcheson
Chairman, Hoosier Heartland State Bank
