bank consulting

New Year’s Plans (Issue 653)

In which we are reminded that January is a good time to step back for a more strategic look at our clients and prospects and, perhaps, to help them articulate their plans more clearly so we can help them more powerfully. Read more »

Hands On (Issue 651)

In which we are reminded that engaging clients “hands on” in our presentations boosts the odds of a sale. Read more »

Too Quick to Answer (Issue 650)

In which we are reminded not to answer questions before we fully understand their intent. Read more »

Excess Parts (Issue 648)

In which we are reminded to smoke out, early,  internal competitors for our proposed solutions. Read more »

Sharpness of Breath (Issue 647)

In which we are reminded not to call another person’s baby ugly. Read more »

Protein and Calcium (Issue 645)

In which we are reminded of the sustaining benefits of activity tracking. Read more »

Extremely Natural (Issue 644)

In which we learn more about overcoming fear of strangers and drawing people out in conversation. Read more »

Social Value (Issue 643)

In which we are encouraged to “play big” in the charitable or non-profit world as a way of leveling the playing field with people with whom we’d like to do business. Read more »

Take Arms? (Issue 642)

In which we ask ourselves, will we step up our game to partner with our clients or, with other vendors, will we be crushed? Read more »

Lead With Ideas (Issue 640)

In which we are encouraged to create demand for our services, not wait for clients to discover they need us. Read more »

Navigation Menu