by Shaun Heuerman | Jan 11, 2024 | Bank Marketing, Marketing Plan, Sales & Marketing
How much do you invest in your marketing budget every year? Now divide that amount by the number of calls or inquiries it generates. For most banks, the marketing budget is driven by shiny new ideas from conferences that marketing people attend or based on what was...
by Shaun Heuerman | Oct 12, 2023 | Bank Marketing, Marketing Plan, Profitability and Growth, Sales & Marketing
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...
by Shaun Heuerman | Aug 24, 2023 | Cross-Sales, Get More Cross-Sales, Sales & Marketing, Sales Process
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:...
by Shaun Heuerman | Aug 17, 2023 | Deposits, Profitability and Growth, Sales & Marketing
I believe people want to work with “the best.” When people truly trust you and you bring value that exceeds your additional pricing, people are willing to bring all their business to you and your bank. At that point, price has little relevance. They know that...
by Shaun Heuerman | Aug 3, 2023 | Deposits, Profitability and Growth, Sales & Marketing
I believe that sometimes one tweak can make a huge impact. In this video, we’ll tackle proven techniques you can use immediately to find your next top 100 most profitable, low-risk clients. Those are exactly the customers you want on your roster—and it’s worth the...
