cross sales Archives - Emmerich Financial

I believe people want to trust their banker and count on them to guide them to good financial decisions. It’s been harder these days to get that trust thanks to a mega bank that was called out on sales practices that caused improper cross-sales.

In this video, I’m going to show you how to not only recover from the damage that was done to the industry, but also deal with the potential skepticism that customers will have about who’s best interest it’s in when a banker is recommending a product.

There are a few challenges to keep in mind…

Your employees may take the media impact and use it as an excuse to never have to sell.

How to Double Cross-Sales at Your Bank in 5 Months [VIDEO]

I believe that truly great organizations have mastered two things—great people and great systems.

In this session, I’m going to share with you a system that has consistently and predictably doubled cross-sales in 4–5 months.

Now, if you’re the kind of leader:

Who has had a few false attempts at fixing the “order taking” pain point at your bank, you’ll love what I’m going to share. You don’t need to give up OR take it on the chin again with another false attempt where a sales trainer tells you they can rope the moon but forgets to mention that they don’t own a rope.

Get a 250% Boost in Wallet Share [VIDEO]

I believe that people are happy to pay more for someone who provides a unique benefit that creates a substantial ROI value to them. I want that someone to be you.

In this episode, I’ll show you how to win all the business of your prospects without them ever asking about rate or fees. REALLY. I know it sounds crazy. But in our seminars, people tell me all the time that they’re now averaging 7–8 cross-sales when they never had more than two in their lives. If they can do it, your people can too.

Ask the Magic Question and You Never Have to Talk Rate [VIDEO]

I believe banks deserve to get paid far more for what they do. One of the biggest factors in this inequity is rate matching. But the good news is, it’s preventable.

In this episode, I’m going to share with you a process to get your people to stop rate matching for good. It will be ingrained to never again give a rate when someone calls in asking for one.

Now, if you’re the kind of leader:

Who has been on the bandwagon for years about not having to match rate,

What Will Top 5% Banks Do in 2016?

Is having a good year in 2015 going to impede your chance of having a spectacular 2016?

What if this next year HAD to be twice as good as last year?

And what if instead, you changed your framework from “have to” to “get to” to make this the best year ever?

Jim Collins, the author of the perennial business bestseller, Good to Great, taught us that attachment to “good” impedes the possibility of greatness.

But what if you’re already great? Well then, the attachment to great impedes the possibility for extreme mastery.

For Community Bankers Who Want More Sales

So, congratulations! You now have mobile banking. That’s good news…and it’s also horrible news.

You probably haven’t thought about the fact that now that we have half of the lobby traffic already removed from our banks, we’re about to drive away the rest of it.

So, something is going to have to change…and what that is, is that your people will need to be getting out and having conversations.

And they can’t have just any conversations—they have to have meaningful, powerful conversations with your most successful customers who are affluent and who don’t want their time wasted.