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.
What does your job description say for your lenders…?
Let me guess; an HR wordsmithed version of “get loans” …
The problem is, you don’t want loans, you want to profit.
Your superstars get this, and that’s why they excel. But your good, but not yet great, salespeople may not connect all the dots.
And a big part of the disconnect is in your job descriptions. The truth is job descriptions are a joke. They enable your employees to think (and sometimes say) “it’s not in my job description”…hogwash!
In today’s video, discover the “JPPP” secret to turning your good producers into great producers.
But before you watch it, you might just want to grab a new tool we just released…
It’s called the Team Selling Checklist, and it’s for community banks who are making the shift to “team selling” (and you should).
Just don’t do it without reading this first (if you’re already heading down that road, you’ll absolutely want to grab it)…
Inside this 14 point checklist, you’ll discover:
=> The secret “emotional intelligence” profile your team leader must possess (and the profile that will destroy your team if you put THAT person in charge).
=> What 3 things you must do to give your team an “unfair advantage” over the competition…do this and your team will be unstoppable!
=> When to involve your executives to win BIG DEALS.
=> The secret to structuring your team…mess this up, and you’ll REPEL clients, kill cross-sales and lose your best people…
Now, here’s today’s video…
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.