by Shaun Heuerman | Apr 15, 2013 | Sales Process
So you’ve built your bank into a thriving, successful business. Nice work! But now you’re looking to expand—sending other branches out into the world like beloved children. Can you give them what they need to succeed? Not unless you’ve created a franchisable system to...
by Shaun Heuerman | Feb 3, 2013 | Sales Process
You know that you shouldn’t be matching rates. But you can’t just put your foot down with a customer and say, “These are our rates, take ’em or leave ’em.” With a presentation like that, why on Earth would anyone take it? Instead,...
by Shaun Heuerman | Sep 20, 2012 | Strategic Planning
You have a strategic plan. That’s good. But does it have a life beyond the paper it’s written on? Is it driving you toward success—or is it just something you checked off a list of “Things Good Banks Should Do”? If they’re honest, about 95 percent of bank execs...
