community banking

Memory Reminders

In which we are encouraged to do something or give something to new (or existing) clients that will remind them of us and keep us close long after the first sale, project, or transaction. Read more »

Pruning (Issue 1056)

In which we are reminded to remove low value accounts from our books of business so we can concentrate on the best growth opportunities. Read more »

Shift Speed (Issue 1055)

In which we are reminded to check in on ourselves, from time to time, and shift quickly if we’re off track. Read more »

Lost Cards (Issue 1054)

In which we are reminded that people won’t buy, sell, or make a move until they conclude that they can’t do things on their own with their existing resources. Read more »

The Mooring Field (Issue 1053)

In which we are reminded there is no shame in asking for assistance when we should ask for assistance to avoid damaging property, relationships, or opportunities.  “Do you need help?” A much more seasoned sailor called to us from a launch retrieving folks from another boat in the mooring field. We’d been sailing a 15’ … Read more »

Shark Attack (Issue 1052)

In which we are reminded about the power of boundaries in the questions we ask. Read more »

Little Pops (Issue 961)

In which we are encouraged to touch our clients and prospects more frequently with tastier morsels. Read more »