Time & Money

I spent this morning coaching clients and was reminded once again of the value of having someone to spin ideas off of,  someone to support you in pursuing your goals.  Someone to share with where you are, about progress or the lack of.  The intention of coaching is to provide focus, encouragement, mirroring and tutoring.  …

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Christmas Cross Selling Made Easy

This is the perfect time of the year to pick up the pace for cross selling.  Everyone is busy, has gift giving on their mind and appreciates someone that shows interest in them.   Sometimes we avoid cross selling because we just don’t know what to say.  Try some of these scripting ideas:             “Mrs. …

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Our circle of Influence

We all have circles of people with whom we interact.  All of those people can be influenced…influenced for good or influenced for bad by our actions, words and attitudes.  We teach our children to watch out for peer influence but then we may forget we are influential to others our whole life.  We all have …

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Thank a Veteran

www1.va.gov/opa/vetsday/ Today, November 11, is the day set aside to honor our veterans. In my church our pastor recognized our veterans and they received standing ovations. That is how it should be. I’m humbled to think of the scores of men and women who have put their lives on hold to defend freedom in far …

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Free Stuff

I offer free training materials through my web store. I enjoy training and am always looking for ways to pay it forward. You can’t know how to improve something unless you know what is not working. I have developed many surveys that will help a bank or credit union supervisor find weak spots in their …

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Training Adjectives

I am honored and humbled when one of my clients writes to tell me about their experience in one of our training courses. I have been training for a long time and sometimes wonder if I am as effective as I used to be. One of my clients outside of the financial world wrote this …

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Training Needed

Not everyone needs the same training…but everyone needs training. I’m not that young, young at heart yes, but when I count my years I realize I’ve been riding around this planet many decades. So I can sometimes feel like I’ve learned all I need to learn. In fact, there’s plenty of stuff I know that …

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Sales Success for Banks and Credit Unions

Sales Success Depends on Training, Tracking and Leadership Today’s financial institutions want sales from the business development team. The front line, branch managers, lenders and call center personnel all have sales responsibilities that you cannot afford to ignore. And, if your offer trust, treasury management, investments, insurance and mortgage, you have to obtain buy-in from all …

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