Delay Doing Deals ‘Till Dessert (Issue 832)

In which we are encouraged to devote meal times with clients and prospects to building connections and comfort… with business to follow. Read more »

Five Pints (Issue 831)

In which we consider whether blindly increasing sales team account loads (to make a business model work) is the best plan. Read more »

Mothers Day Rain Delay (Issue 830)

In which we are reminded to help clients navigate delays by setting specific expectations and communicating frequently. Read more »

Figure It Out Before You’re Forced Out (Issue 829)

In which we are urged to look ahead four years at our sales roles and prepare for what’s (very likely) coming. Read more »

Dance Moves (Issue 828)

In which we learn that “how we move’ may be more memorable than “what we say” in sales presentations. Read more »

You Eat Like A Bird! (Issue 827)

In which we are encouraged to understand context before we pitch recommendations. Read more »

Is Your Bank CFPB/OCC’s Next Sales Practices Target? Part 1: Stop “Selling”

[April 20, 2017] Waiting for the knock on your door? Our first check point in evaluating our clients’ consumer and small business sales practices is context: “What is the bank’s philosophy?” Read more »

Wells Fargo Timing: Symptom of Broader Failure

[April 18, 2017] The timing of the Wells Fargo case is symptomatic of a broader failure. The general theory about “why this happened” is that branch incentive programs were wrong (widget-based) and that sales managers were far too aggressive in pushing sales staff to sell more. All true, well documented. However: People tend to “go … Read more »

The Monarch’s Path (Issue 826)

In which we are reminded that, since few buyers really like to be “sold” anything, we can’t look like we’re selling. Read more »

Make Them (Our Mistakes) Playable (Issue 825)

In which we are reminded that good call “mechanics” will save us when we make mistakes. Read more »

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