While practicing social distancing, I’m tired of being cooped up inside, canceling plans and hunting for toilet paper. I miss seeing my neighbors’ warm smiles as they wave hello covered with the latest fashion-inspired mask. If you relate, your... Read More | Share it now!
You Have More Control Than You Think I’m sure you’ll agree, it’s a scary time right now. Our lives have been completely disrupted in ways we could never have imagined. Our country is shut down, we’re sheltering in place, distancing from others... Read More | Share it now!
Whether It’s Sales Training, Customer Relationship Management or Increasing Staff Recognition, Any Initiative Can Derail If you’re looking to implement important sales training, customer relationship management or other initiatives for 2020 or... Read More | Share it now!
To Solidify the Member or Customer Relationship, Ask About Their New Year Resolutions, Dreams and Goals As we enter a brand new year, there’s a good chance you made some resolutions or goals you’d like to achieve in 2020 and beyond. Many of your... Read More | Share it now!
Banks and credit unions need to focus on key questions for customer loyalty and long-term organic growth When beginning a project to help a new client transition beyond transactions to a relationship culture or improve their onboarding program, we... Read More | Share it now!
Customer Loyalty To Our Bank Was Fading Fast Imagine you’re a long-term, high-potential customer with your bank or credit union. You have several products with them, never visit a branch, only use automated and online services and don’t know... Read More | Share it now!
We’re honored! Every year the Independent Community Bankers of America publishes an article called The 50 People, Places And Things Community Bankers Love. They ask member CEO’s what’s been working for them, how they’ve stayed ahead of the... Read More | Share it now!
Most Bank and Credit Union Sales Managers Are Off Course… One of the most frequent comments we hear from CEOs and senior execs at banks and credit unions is, “Our managers spend too much time on operational issues and reading sales reports... Read More | Share it now!
The unravelling of Wells Fargo’s sales culture is causing ripples throughout the bank and credit union industries. The bad press about their sales practices is alarming some banking execs who fear their organization could be painted with a broad... Read More | Share it now!
Do your customers or members give you their transaction business but go elsewhere for financial advice, borrowing or investing needs? Does your brand promise or mission focus on creating a remarkable member or customer experience, having strong... Read More | Share it now!
