Changing Gears

In which we are reminded, when shifting from one sales environment to another,  to be thoughtful rather than reacting from motor-memory. Read more »

Save Room for Dessert (Issue 1210)

In which we are reminded, again, to conserve capacity for the plum accounts that have the biggest impact on our production. Read more »

Snout Bumps (Issue 1209)

In which we are reminded that many prospects prefer to be introduced to potential new vendors by trusted third parties. Read more »

Bag of Bags (Issue 1208)

In which we are reminded that corporate amnesia helps our clients embrace change. Read more »

Clarity President President Nick Miller Explores Community Bank Opportunities in Small Business Segments

At the 2025 Small Business Banking Conference,  Clarity president Nick Miller hosted Webster5 Senior Retail Banking Officer  Brian McEvoy in a discussion of community bank opportunities to grow their small business books of business. Since competition for small businesses’ deposits, loans, fee income, and community connections has never been tougher. the conversation focused on winning and … Read more »

Nick Miller to Lead 2025 Small Business Banking Conference Panel on AI in Banking

Tricky Balancing Act: Bots are Efficient, Humans are Essential Chatbots are a powerful tool for assisting small and medium-sized businesses (SMBs) and banks with customer interactions on their platforms. They offer significant cost-effectiveness by reducing overhead, and provide scalability by handling multiple conversations simultaneously. Additionally, chatbots can gather and analyze customer data to help organizations … Read more »

Bottlenecks (Issue 1207)

In which we are reminded that the pace at which we develop or recommend ideas or products to clients should be no faster than clients’ abilities to absorb and implement them. Read more »

Sonic Mush (Issue 1206)

In which we are encouraged to focus and personalize our messaging to clients and prospects. Read more »

Out-Prepared (Issue 1205)

In which we receive a constructive  reminder to prepare for EVERY meeting we go to. Read more »

The Audition (Issue 1204)

In which we are reminded to be brave… our prospects and clients almost always WANT us to be brilliant. Read more »

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