bank training

New Article – “How Banks and Credit Unions Can Adapt Their Branches As ‘Advice’ Centers”

Published on The Financial Brand http://bit.ly/2mebmoN . Co-authored with David Kerstein from Peak Consulting Group, we offer specific steps to focus, train, and support branch team members so that that they are better able to offer perspective and advice on the financial challenges their customers face. Read more »

Are You Ready for Some Football? (Issue 919)

In which we are reminded to ditch the cultural assumptions and  to ask open-ended questions. Read more »

Ceraldi (Backstories) Issue 918

In which we are reminded that, to a great extent, it’s our backstories that make us special. Read more »

Maintaining Momentum (Issue 917)

In which we are encouraged to include some “momentum” questions in our discussions with our clients. Read more »

Just Enough Rope (Issue 916)

In which we are reminded to position and sell only what our clients are able to absorb and implement. Read more »

It Should Have Been Easy (Issue 915)

In which we are reminded to plan ahead…and confirm…before our sales calls. Read more »

The View From the Infield (Issue 914)

In which we are encouraged to ask for and take “the plant tour” before proposing solutions. Read more »

Eggplant Parm (Issue 913)

In which we are reminded to develop one point, at least, that makes us easily memorable. Read more »

Bear Defense (Issue 912)

In which we are reminded to help our clients anticipate and prepare for yet-unseen future challenges. Read more »

The “Short” Personal Story (Issue 911)

In which we are reminded to craft short versions of our personal stories that prompt conversation. Read more »