Product Pushing? (Issue 930)

In which we are reminded that pushing product or restricting client choices aren’t, by definition, bad practices. Read more »

Did You Really Want to Hear? (Issue 929)

In which we are reminded that the answers we hear are, often, influenced by the interest we convey…or don’t. Read more »

No News (Issue 928)

In which we are reminded to communicate frequently and accurately with clients as we’re selling and implementing after the sale.   Read more »

Hot Pepper Anticipation (Issue 927)

In which we are reminded that sometimes, we have to rescue clients from their decisions. Read more »

Blowing Leaves Downwind (Issue 926)

In which we are encouraged to think about the whole system we’re selling into rather than just the specific problem now on the table. Read more »

Interpretations (Issue 925)

In which we are reminded to interpret our prospects’ and clients’ behavior and intentions through multiple experiences rather than just one. Read more »

The Big Pictures (Issue 924)

In which we consider our occasional roles as sales “tour guides” for beginners. Read more »

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 »

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