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AUGUST 13, 2016

His financial institution, a national and well known bank, stopped taking in loose coins. Then he can bring it back to the bank. The end result was within 30 days he changed banks. Don’t tell a customer you can no longer provide a free banking service and then sell a product charging a fee for the same service.

Loyalty 70

Loyalty Banking Customer Intent 70

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APRIL 11, 2013

Yesterday I wrote about my first time customer experience with a local bank. What I did not include is the bank manager (presuming he was the manager as he was wearing a white shirt and tie along with being the only other person in the bank) either was also having a bad day or just did not give a rat’s behind.

Banking 138

Banking Small Business Small Business Customer Service 138

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APRIL 10, 2013

I visited my church’s bank to drop off the weekly receipts and the bank teller must have been having a bad day because she: Appeared to be annoyed that she had to wait on me in the drive up lane. Yesterday I had the worst first time customer service experience ever. Was unable to smile.

Banking 144

Banking Customer Service Loyalty Salary 144

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JULY 28, 2015

This past week I drove through my bank’s outside drive through teller lane to quickly deposit several checks. ” Why do you think the deposit ticket has your bank’s name printed on it along with my account number? Well I thought it would be quick because 3 of the 4 lanes were empty. Credit www.gratisography.com.

Ideal Customer Profile 70

Ideal Customer Profile Customer Banking Loyalty 70

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APRIL 12, 2013

The last two days I have chronicled my worse first time customer service experience ever because I am presuming the bank teller was having a bad day. In this worst first time customer experience incident, the bank manager appeared also to be having a bad day and he appeared to care less about what what happening under his watch.

Banking 142

Banking Customer Service Small Business Small Business 142

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SEPTEMBER 17, 2017

Again, many in sales lose sales leads by going into the reeds along the bank. However, at the end of the day, regardless of business size or industry, results are what matter. Results usually show up in the value proposition, but not always. They stir up a lot of mud and any initial clarity regarding their value proposition is lost.

Decision Maker 109

Decision Maker Lead Rank Lead Scoring Banking 109

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MAY 8, 2014

In talking with an executive coaching client in the lending division of a national bank, he shared the most recent “great marketing goal” promoted by the VP of Business Development (sales manager). What actually happens is the sales team are penalized because sales management do not understand basic arithmetic.

Sales Management 137

Sales Management Travel Banking Sales Leadership 137

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JUNE 20, 2014

Yesterday I attended an early morning business seminar sponsored by a local bank (thank you Centier ) to hear and possibly learn something new about social media respective to small businesses. Also this bank has branches in both counties and had shared this seminar with quite a few people as well.

Social Media 130

Social Media Small Business Small Business Banking 130

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AUGUST 12, 2016

Even though there is an app for that, personal service and interaction with an associate is why 31% of the customers prefer bank branches. However, with a greater emphasis in this instance on developing (not train) the tellers or other banking associates, there is an opportunity to change customers’ behaviors.

ACT 70

ACT Face-to-face Demographics Direct Mail 70

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DECEMBER 14, 2013

Life is so much more than increase sales or dollars in the bank. So many people want to increase small business sales. Yet they fail to realize the goal to increase sales is just part of the equation. He recognized his business planning process in the past was short changing his overall business potential and his personal potential.

Small Business 138

Small Business Small Business Banking Facebook 138

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DECEMBER 21, 2017

All of this planning actions have their new cars paid off, money in the bank, a mortgage nearly paid off along with other investments. Both worked hard and worked themselves up the ladder into executive management positions. They have planned for their retirement for years. ” He truly understood “begin with the end in mind.”

Sales Leadership 88

Sales Leadership Banking Facebook Education 88

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JANUARY 6, 2017

People hear or read the word invest or investment and they see some money leaving their bank accounts, but with the knowledge some of it will return. People hear or read the word cost and they see money leaving their pocketbooks, their cash flow never to return. The word invest has a positive connotation.

Banking 106

Banking Lead Rank Lead Scoring Facebook 106

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DECEMBER 27, 2014

Bank Sales Training. #2 Importance to Me Ranked 1 to 5 with 1 being most important. Earned small business journalist of the year for Northwest IN. #1 1 – Recognized by business intelligence and local to international influence. 2 – Future income. Second book was not written. #3 3 – Other projects became more important.

Banking 158

Banking Exercises Coaching Small Business 158

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APRIL 21, 2017

From local Small Business Development Centers to recently unemployed executives, there continues to be a plethora of “coaches” ready to solve their clients’ problems and fill their own bank accounts. Credit www.gratisography.com. Yet most have just swapped consulting for coaching and therein lies the problem.

Coaching 100

Coaching Sales Coaching Hiring Banking 100

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OCTOBER 19, 2014

Our church, meaning our congregation, is very active in its efforts to support the local elementary school with backpacks; the local food bank; as well as Lutheran Aid International. I volunteer at least twice a month to assist at our early mass for Augsburg Evangelical Lutheran Church located in Porter, IN.

Government 156

Government Banking Facebook Research 156

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AUGUST 9, 2013

Here are several examples: Financial lending and saving institutions (banks) due to the variety of products want a culture of referral by expecting high level sales team members (Vice Presidents) to readily give up referrals to other departments (Checking) at the cost of their own performance.

Hiring 160

Hiring Sales Cycle Referrals Banking 160

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NOVEMBER 4, 2013

He was just concerned about himself and putting more green into the bank account. No, this individual was engaged in establishing calculating relationships without caring about the other person. From my 30 plus years of small business experience and observations, these types of calculating relationships are not sustainable.

Referrals 144

Referrals Small Business Small Business Banking 144

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SEPTEMBER 6, 2013

I probably would not have taken that action had not Jonathan shared his story about not taking action which activated my memory banks. If possible, he asked would I be willing to share a favorable review upon reading this soon to be released book? Evan took the time and honored my request.

Small Business 145

Small Business Small Business Banking Facebook 145

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JULY 25, 2014

The barrier I am referring to is the belief that sweat equity is cash in the bank and makes a business more attractive. When they realize the reality of this barrier, they may have two (2) choices: Work longer than originally planned. Have less money for retirement.

Small Business 118

Small Business Small Business Policies Banking 118

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SEPTEMBER 25, 2013

Forget the expensive, flowery, idealistic mission statements that usually fail to deliver consistent and sustainable results.

Small Business 155

Small Business Small Business Licensing Intent 155

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OCTOBER 19, 2016

A successful elephant kill means that you can eat for a year and your bank account is nice and healthy. Killing an elephant may only happen yearly because they are elusive animals and are not easily killed because of their size, not too mention their tough hides and long ivory tusks.

Leads 70

Leads Marketing Qualified Lead Government Banking 70

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OCTOBER 21, 2016

Your bank balance? What is the greatest SMB asset? Your solutions (products or services)? Your building or location? Your customer base? Yes, these are all great assets. However, your greatest SMB asset should be your people. Too often SMBs fail to protect this greatest asset. For people are not view as capital, but as liabilities.

Salary 70

Salary Hiring Banking Coaching 70

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SEPTEMBER 3, 2012

” Wealth is not just our physical possessions, our bank accounts. The work not only extends to physical work and its rewards, but mental, family, health, social, and ethics. John Locke stated: “All wealth is the product of labor.” Wealth is the sum of who we are. Wealth is our: Physical health. Mental well being.

Harvest 126

Harvest Banking Small Business Small Business 126

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SEPTEMBER 7, 2016

The sales world is changing everything from the buying and selling of real estate to banking to outsourcing to even buying cars. Other times they are quite intentional because they presume the sales lead is not knowledgeable. Business models must change and this demands a change in the overall sales presentation.

Real Estate 70

Real Estate Hotels Lead Rank Commission 70

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NOVEMBER 28, 2012

Financial – How much money do you want in the bank in 2 to 3 years? Ethics & Beliefs – How can you achieve more without sacrificing your values? Mental – What do you want your self image to be? Physical – What do you want your health indicators to be? Family - What do you want to do for your family?

Workbooks 142

Workbooks Small Business Small Business Journal 142

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FEBRUARY 12, 2014

Bigger bank account? Norman Vincent Peale said “Change your thoughts and you change your world.” ” Just imagine by changing your thoughts you can make a difference. If you are in sales, what would be those differences? More loyal customers? Less hours? Easier sales interactions.

Banking 137

Banking Lead Rank Lead Scoring Conversion 137

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AUGUST 22, 2012

Banks said, “A salesman minus enthusiasm is just a clerk.”. You’re going to get smashed to smithereens. A sales presentation is a form of theater; a salesperson is like an actor putting on a performance for his audience.

Banking 130

Banking Advertising Advertising Energy 130

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MAY 9, 2014

For example if a bank has 10 loan originators who collectively close 30 loans (3 loans per salesperson) per month. With many salespeople not achieving their sales goals, it makes sense to reevaluate the the individual team results and then determine if by reducing the number of salespeople can the same sales results be achieved?

Sales Management 126

Sales Management Salary Retention Compensation 126

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JUNE 26, 2012

sawbucks in your bank account. The five new sales leads were not from your existing lists, but referred in from either current contacts or through your social media marketing. Compare this to having just five (5) people pay $47 each to attend. Sure it is 95 short of 100, however you know have $235 or 23.5

Top of Funnel 152

Top of Funnel Social Media Webinar Metrics Education 152

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MAY 2, 2013

However, cash flow probably is number one small business fear given without cash that being paid sales or dollars billed, businesses must find other credit until revenue starts coming into the cash register or bank account. If profit margins are tight, then could increase stress that is a result of fear.

Small Business 125

Small Business Small Business Insurance Insurance 125

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MAY 11, 2012

Those expectations are part of our conditioned experience memory bank that is tucked faraway into our amygdala. The simple fact of the matter is we all have expectations when it comes to branding, buying and selling. How will this new solution perform to what I already have is often the unasked question ruminating in our brains.

Discount 166

Discount Face-to-face Banking Loyalty 166

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SEPTEMBER 18, 2012

Another executive, a vice president of a local banking institution responded with to “be #1″ on the list. He also shared that when he finds himself tight with his schedule his motivation turns to some inner angst because of the fear of being late to the meeting.

Motivation 145

Motivation Real Estate Small Business Small Business 145

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JANUARY 5, 2016

Not having that knowledge has salespeople along with SMBs working a whole heck of a lot harder and with far less money in the bank. What Hunter is really talking about is knowing your ideal customer. Credit www.picjumbo.com. The problem for all this wasted sales and marketing activity returns to the lack of planning.

Ideal Customer Profile 70

Ideal Customer Profile Customer Construction Banking 70

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OCTOBER 30, 2012

By taking this action, you will not only grow personally, but your bank account will also benefit. Share on Facebook.

Small Business 166

Small Business Small Business Coaching Banking 166

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JANUARY 15, 2016

Where this type of leadership appears to be more prevalent is within the banking, healthcare, government and family owned businesses. This conditioning is the result of extrinsic motivation, the whip. Of course without the whip, the horses, oops I mean employees, have little or no desire to move.

Government 70

Government Face-to-face Banking Motivation 70

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NOVEMBER 13, 2014

Industries are manufacturing, education, healthcare and banking (financial institutions). My target market is: High earning salespeople (six figures). Small business owners with under 50 employees and revenue between $5 million to $50 million.

Sales Leadership 165

Sales Leadership LinkedIn Decision Maker Ideal Customer Profile 165

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NOVEMBER 12, 2015

From my personal observations, I have encountered very few effective salespeople within the banking industry as well as financial industry overall. This attitude of employees being liabilities is quite common among financial institutions.

Lead Rank 70

Lead Rank B2B Infusion Ideal Customer Profile 70