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
Breakthrough Banking Blueprint Shows You The Best Way [VIDEO]
When I first left day-to-day banking to start this business, my first client was voted every year as the country’s top franchise.
Although I did their management development curriculum and educated their people about how to run that business, one of the things that I’m sure is true is that I learned more from them than they learned from me. I learned the concept of franchise thinking.
How do you do AB split testing to find out the best way to do things?
What’s the best way to hire a lender?
What is the best way to identify your next best customers?
What’s the best way to approach them and make sure that you win them away from the current bank that they are happy with?
Video: Breakthrough Banking Blueprint Shows You The Best Way
These are all the kinds of things, as well as thousands of others, that are important to understand and develop into your franchise system. Having a franchise means more than just having a bank charter. It means truly having thought through those particular considerations and really understanding what makes sense.
For the last 30 years, I’ve had the great opportunity of working with some of the best banks in the country to help them AB split test the very best systems in marketing, in sales, in strategy, in leadership development, and culture, to list a few of the areas.
As a result, I wrote a book called The Breakthrough Banking Blueprint, the proven franchise system that works best for a bank.
I would strongly recommend that your executive team read this book in time for strategic planning because understanding what works today is very different than understanding what worked back when many of your people went through “graduate school of banking.”
The old approaches just aren’t working anymore, and advertising for deposits doesn’t work. It only gets you hot money that’s very expensive, and your cost of funds goes up. Hiring more lenders to help you achieve loan growth isn’t working anymore.
Now the whole world has changed in that the entire sales system needs to be outbound, fighting for the old days doesn’t work anymore.
I strongly recommend that before strategic planning season, that you have your entire team read this book, understand the components of it, and apply these strategies to make sure that your franchise system is as strong as possible.
– Roxanne Emmerich
Please watch the video above and share it with your exec team and board.
More From The Blog
How Community Banks Deliver WOW Customer Service [VIDEO]
Most banks deliver “pretty good.” That’s not loyalty. This episode reveals a 3-step execution system—blended learning, measurement, coaching, and celebration—to engineer daily WOW service that sticks and grows deposits, margin, and community pride.
The Silent Profit Killer: How to Stop Rate Matching and Take Back Your Margin
Roxanne Emmerich exposes the hidden flaw in your strategy that’s quietly destroying net interest margin — and the proven path to take back your pricing power.
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.