Early Picasso (Issue 923)

In which we are reminded we cannot understand our clients’ as we see them now unless we understand how they got here…and how their journey influenced them. Read more »

Video – David Kerstein and Nick Miller Discuss Branch Trends

November 17, 2019 Consultants David Kerstein and Nick Miller discuss trends for small business banking and delivery through bank branches. Read more »

Branches As Advice Centers – the long road ahead

October 7, 2019 The Financial Brand has republished an article co-authored by Nick Miller and David Kerstein, issues retail bankers should consider as they’re thinking about the role of their branches as centers of advice. Read more »

How Would I Know? (Issue 922)

In which we are reminded it’s useful to know how our clients usually handle situations AND their buying criteria before making a recommendation. Read more »

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