bank training

Unraveling Client Yarns (Issue 694)

In which we are reminded to manage our discovery questioning patiently. Read more »

A Time to Plan (Issue 692)

In which we are reminded to take the time to plan calls and meetings, early enough, when it counts. Read more »

Look Up! (Issue 691)

In which we are reminded to look up and ahead, from time to time, amidst our intense focus on sales activities. Read more »

Seeds of Doubt (Issue 690)

In which we wonder about the sagacity of posting “away” messages on email or voice mail. Read more »

Notes and Cards (Issue 689)

In which we are reminded to be memorable by acknowledging and celebrating clients and network friends. Read more »

Why Do You Want to Work With Us? (Issue 687)

In which we are reminded to prepare answers to a  fundamental client question. Read more »

Decontruction (Issue 686)

In which we are reminded to break our clients complex problems down into components and address the components rather than offering ‘one size fits all’ recommendations that miss underlying issues. Read more »

Feet Keep Moving (Issue 685)

In which we are reminded at mid-year to focus on knocking down the short term objectives in front of us on our way to the year end goal. Read more »

Future Vision Benefits (Issue 684)

In which we are reminded to paint an inviting vision of the future when we’re positioning our benefits. Read more »

Goal Line Stands (Issue 683)

In which we are encouraged to engage our clients in thorough discussion of their goals. Read more »

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