Sustaining Sales Momentum (Pecan Pie) (Issue 863)
In which we are encouraged to find small “get started” options when we’re selling major deals. Read more »
One Track Mind (Issue 861)
In which we are reminded to focus on the problem we are trying to solve rather than particular solutions or approval processes. Read more »
Complaining About Lousy Sales Leads (Issue 860)
In which we are reminded to stop moaning and just get on with things. Read more »
Clarity President Nick Miller to Speak at February Deluxe Exchange
January 15, 2018 Nick Miller, Clarity’s founder and president, will speak twice at the Deluxe Exchange conference in Boca Raton, Florida, on February 6 and 7. Miller’s presentation is entitled “Can the Leopards Change Their Spots? Boosting Sales Focus on Cash Management and Deposit Services.” While most conversations about commercial banking emphasize lending and many … Read more »
Branch Manager Small Business Capabilities
January 4, 2018 An $11 billion regional bank has retained Clarity to provide small business training to its branch managers. The training will be conducted in several phases during the 2018 calendar year. The bank will deploy Clarity’s “Talking Business with Small Business” program to provide foundational financial and conversation skills. Clarity will then provide … Read more »
Loan Officer Development
December 10, 2017 Clarity is pleased to announce that the firm has been retained by a $12 billion regional bank to assess the company’s sales culture across multiple locations, to recommend strategies for further developing mid-career and senior lenders’ skills and capabilities, and to recommend an approach to transitioning senior credit analysts into junior lender … Read more »
Don’t Do ‘The Hustle’ (Issue 859)
In which we are reminded, “Enough, already, with the boiler room.” Read more »
Proactive (Issue 858)
In which we recommend that we proactively recommend strategies to clients in advance, before breakdowns. Read more »
Convoy! (Issue 857)
In which we are reminded that, sometimes, we need to adapt to our clients’ paces of change. Read more »
Stay ‘Open’, My Friends (Issue 856)
In which we are reminded to “stay open and curious” when a particular call objective doesn’t work out. Read more »
We Are Seriously Social.