A Table In Advance (Issue 702)

In which we are reminded: Get to our clients BEFORE they finish their budgets and plans for next year. Read more »

Small-Business Website Content: Canadian Western Bank Gets It Right

New website features resources to help small business owners thrive Read more »

Buying Decisions (Issue 701)

In which we are reminded that buyers sometimes stop or slow down their processes with us because of related or unrelated issues. Read more »

New Video Features Tips for Selling More Treasury Management Products

Bank sales consulting and training firm Clarity Advantage addresses conversations with business owners and ways business bankers can uncover opportunities for bank treasury solutions in its latest sales tip video release. Read more »

Keeping Up To Date (Issue 700)

In which we are reminded to document our sales and client management activities day by day (even ‘though that’s about the last thing in the world we want to spend time on). Read more »

I Want An Opinion (Issue 699)

In which we are reminded that, frequently, it’s our expertise rather than the products we sell that earn us clients and commissions. Read more »

New Quiz Tests Bankers’ Treasury Management Knowledge

How well do you know Treasury Management products and how they can best fit your clients’ and prospects’ needs? Find out now by taking our Selling Treasury Management Services Health Check. It’s our cool, new tool for testing your knowledge of the key cash management challenges faced by business owners and the best products to … Read more »

A Mother’s Love (Issue 698)

In which we are reminded that complaints or expressions of interest are not sufficient foundations to pitch. Read more »

On the Trail (Issue 697)

In which we are urged to get out from behind our desks and go TO our clients to earn their business. Read more »

Treasures of the Trip (Issue 696)

In which we are encouraged to savor and ask questions that go beyond the obvious. Read more »