Can You Retain And Win All Of Your Bank Account Holders’ Business?



Do you hold the entire relationship for every one of your bank account holders? 

I hope you do. But maybe you don’t. And maybe your people don’t know how to get effective cross-selling done.

If you’re not averaging five, six, or even seven cross-sales on every new relationship that is opened up in your bank, somethings just not right yet.  

And it doesn’t mean you have bad people. It just means they don’t know what to do for effective cross-selling. But they’re going to need to figure it out.

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The Transactional to Transformational Model for Community Banks

Male banker sits at his office desk with open laptop computer, discussing interest rates with woman and man applying for loan.



The days of transactional banking are over. 

Yes, there was a day when the customers would walk into our lobbies. Yes, there was a day where they came looking for us. Yes, I remember those days, too. 

Those days are long gone 

And it was a rapid turn. Yes, the amount of traffic coming into our lobbies had been declining. But boy, when we closed the doors for COVID, that changed everything from transactional to transformational.  And now we are in a transformational model instead. And those banks that hang on to their transactional model where they sit behind their desks cannot possibly compete in this world where the apps are stronger,

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A State of Gratitude [VIDEO]

This Thanksgiving, I give thanks for you. And I hope that you’re in a state of gratitude.

 

Gratitude is the filter with which we take in life. At every moment in time, things could be a whole lot worse. And that’s what gratitude is–seeing the good things. 

I constantly remind my team about when I was growing up milking cows, going to the barn in the morning when it was 20 degrees below zero with snow blowing sideways.  This set a bar that has been easy to rise above. Right now, no matter what I’m doing,

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How to “Turn Off the Noise” and Finally Get Marketing That Works [VIDEO]

I believe accountable people make the world go around.

In this session, I’ll show you how to get everyone in your bank thinking about how to go get the next best customers at premium pricing.

If you’re the kind of leader who has the traditional marketing department and they do “their thing” and nobody quite understands the why or the how except those in the department, that’s very typical.

You’re going to love knowing that you can expand that department so that everyone in the bank believes they are a marketer.

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How to Consistently Deliver WOW Customer Service [VIDEO]

I believe people love to have positive attention lavished on them.

EVERY bank is facing these challenges. bank is facing these challenges. bank is facing these challenges. this episode, I’m going to show you how to take your already good customer experience and turn it into an experience your customers can’t help but talk about.

 

If you’re the kind of leader who is frustrated by the lack of consistently “over-the-top” customer service in your bank…where most of your customer encounters are fairly good but not all of them AND you’re not hearing “wows” pouring in daily.

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How to “Turn Off the Noise” and Finally Get Marketing That Works [VIDEO]

I believe accountable people make the world go around.

In this session, I’ll show you how to get everyone in your bank thinking about how to go get the next best customers at premium pricing.

If you’re the kind of leader who has the traditional marketing department and they do “their thing” and nobody quite understands the why or the how except those in the department, that’s very typical.

You’re going to love knowing that you can expand that department so that everyone in the bank believes they are a marketer.

Continue Reading

3 Marketing Mistakes That Cost Banks Millions [VIDEO]

I believe there are hundreds and thousands of ways to do any one thing—but there’s only ONE best way.

In this episode, I’ll show you how banks destroy their potential by violating little known yet powerful marketing principles.

 

If you’re the kind of leader who is thinking, I don’t even know any marketing principles to violate—I leave that to “other people”—you’re going to love this because you’re ultimately on the hook for the profit of the bank. Even if “marketing” isn’t in your title, you need to know what NOT to do,

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How to Consistently Deliver WOW Customer Service [VIDEO]

I believe people love to have positive attention lavished on them.

EVERY bank is facing these challenges. bank is facing these challenges. bank is facing these challenges. this episode, I’m going to show you how to take your already good customer experience and turn it into an experience your customers can’t help but talk about.

 

If you’re the kind of leader who is frustrated by the lack of consistently “over-the-top” customer service in your bank…where most of your customer encounters are fairly good but not all of them AND you’re not hearing “wows” pouring in daily.

Continue Reading

The Unlikely 4-Step Formula to Double the ROI Of Your Marketing [VIDEO]

I believe most everything in life should carry its own weight.

In this session, I’ll show you how to create massive ROI from every marketing dollar AND know how to prove it!

If you’re the kind of leader who is rubber stamping a marketing budget that has a few tweaks from the year before and you’re are wondering if any of your marketing is actually getting a result, you’ll love this session because I’ll show you some proven research that you can use right away to improve results.

If, on the other hand,

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How to Cut Your Marketing Budget By 80% and Double Profit at the Same Time [VIDEO]

I believe that people want to work with people who “get them” and are all about their success.

In this series, I’m going to show you how you can transform the marketing ROI so that every dollar you invest gives you $5 to $20 back (or more) to your bottom line.

If you’re the kind of banker that feels like your marketing department is already targeting the very best, low risk, high-profit prospects—and they’re getting them—you’ll love this because I’ll show you how to speed that up.

If on the other hand,

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