Your Team Selling Checklist [VIDEO]
Tag-alongs aren’t team selling. Use this checklist to assign roles, split first vs. second call objectives, and run the pre-call prep that produces 85–90% close rates on top-100 prospects.
Welcome to the Top 5 Percenter™ Blog
Does Your Strategic Plan Have THIS?
I’ve had the opportunity to review hundreds (maybe thousands at this point) of strategic plans from community banks.
Sadly, most don’t have even ONE strategy in them.
They have goals, visions, and purpose.
But no strategy.
Strategy is the “how we’re going to get it done” that you need once you leave the retreat.
Without it, you’ve got another binder for the office shelf, but nothing more.
In today’s video, you’ll discover the key to differentiating your bank. A concept author Seth Godin calls “The Purple Cow.”
By the end of this short video, you’ll understand what it means to be a “purple cow” and how to put purple cow strategies into your strategic plan.
I know it’s strategic planning season, and you’re probably already working on your plan. Let me help. We’ve put together a complete blueprint for planning. Here’s what you’ll get:
The three ways the regulators will dissect your plan, and how to know now if your plan will measure up…
How to “diagnose” your current plan, and what to do to fix it, to ensure completion of all plan elements next year.
And, what to do when your progress stalls. (Note: This little secret could be what saves your year next year.)
More From The Blog
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The Silent Profit Killer: How to Stop Rate Matching and Take Back Your Margin
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The AI Wild West
AI isn’t coming—it’s already here. Discover why most bank roles are now obsolete, and what your team must become to survive.
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.
Why Culture Cannot Be Delegated
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.
The Strategic Planning Lie That’s Keeping Banks Mediocre
Roxanne Emmerich exposes the toxic lie behind most strategic plans—and the second-order thinking top banks use to pull away from the pack.
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.
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.