Your Plan Won’t Save You in a Merger—But This Will
Your plan won’t save you. A strategic planning system designed for high-stakes execution will. Here’s how top community banks avoid merger collapse.
I believe you can and should be paid more for what you do.
In this episode, I’m going to show you a few ways to highlight your USPs—“differentiating value”—the right way in your sales process. Customers will sit up and pay attention…and you won’t lock yourself into a rate match.
If you’re the kind of leader…
Here are the challenges:
EVERY bank is facing these issues with regards to getting the word out to prospects about their USPs effectively.
That’s why today, I’m going to give you three steps that will boost your results dramatically in just a few weeks. This isn’t something you can find in most sales training or marketing systems out there.
Step 1: Unlike so many sales training systems that teach “rote questioning,” you need to match the USP to the target market. A little blue-haired old lady will be thrilled about your USP of how your people know how to ladder CDs and match to her retirement goals. But a serial entrepreneur has different concerns – so your approach has to be different.
Step 2: Similarly, sales training isn’t usually integrated with your overall marketing efforts and holistic marketing system. You need integrated messaging explicitly aimed at what the target lights up about. A holistic marketing system like this is how you get ROI from those expensive marketing dollars.
Step 3: Forget the “branding programs” where you use fluffy and boilerplate messages like, “We make decisions locally.” You can’t adopt this “one message fits all” approach. Your salespeople need to have dozens of Level 1, 2, 3, and 4 USPs and know how to use the right three to four for the type of prospect in front of them. Do that, and the customer immediately believes they’ve found their new home.
Let’s go over it one more time. You need:
Do this, and you can have the confidence of KNOWING you can get any deal you want at premium pricing.
In our next episode, we’ll talk about how to use the right sales system. It never feels like sales and works to close over 85% of the deals you identify as the most desirable. And it allows you to relax and prosper during good times and bad.
Your plan won’t save you. A strategic planning system designed for high-stakes execution will. Here’s how top community banks avoid merger collapse.
Most banks pretend that culture can be delegated. Wrong. Elite banks weaponize culture as their profit engine. Here’s the system CEOs can’t ignore.
Roxanne Emmerich exposes the toxic lie behind most strategic plans—and the second-order thinking top banks use to pull away from the pack.
Your boardroom may be your biggest blind spot. Discover how elite banks fix strategy at the Breakthrough Banking Blueprint™ Bootcamp.
Most boards are left out of execution—and it’s destroying performance. Here’s how top 5% banks fix it.
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.