Founder, President, Overall Leader
Doesn’t exactly OVERthink things, and gives them a lot of thought. Sees through a lens that the rest of us would love to find. Extraordinary listener and synthesizer. Writer of the Weekly Sales Thought and dozens of white papers. As he reminds us frequently, “Creative people need a lot of variety.” But, then, he also reminds us, “Corporate amnesia helps our clients embrace change.”
If you wanted to bring new life to a team and a job done, you’d pick Dawn. We did, she did, and no regrets. She has the uncanny ability to look at a challenge from many angles and recommend approaches that make sense and work. Delightfully engaging, she seems easy going and patient… kinda like a heat-seeking missile dressed in its go-to-meeting best.
Jan has “been in the chair”. After achieving success as a commercial lender, she founded and led a private banking division for a regional bank, then served as Director of Community Banking for a community bank, responsible for Business Banking, Branch Banking, Residential Mortgage Origination, Marketing, and Training. In addition, she chaired the bank’s Asset Liability Committee (ALCO) and led her team through integration of an acquired bank and a bank-wide system conversion. Whew! She has been consulting to regional and community banks since 2006.
Retail Banking Practice Leader
From startups to consolidations, from call centers to branches, on four Continents, she has been there and helped clients generate specific financial results through organizational change and training. Maybe there’s someone else on the planet with her skills, perspective, and speed… haven’t met ‘em yet.
Warm, high energy, funny, and to quote a friend, “Barry’s never met a stranger.” We’re not quite sure if this is due to his southern roots but we wouldn’t have it any other way. A former business and commercial banker, Barry brings a wealth of knowledge and experience to his role as Coach and Mover of Sales Teams.
Soft-spoken, yes. Perceptive, YES! A great teacher and coach, double yes. Gayle has worked in and consulted to banking organizations from a few branches to a few thousand. With broad experience in consumer and small business banking, she sees quickly and offers hard-won perspective about managing teams through change.
A Florida transplant living in Texas. Go figure. And, when it comes to helping small business, commercial, and corporate banking team members learn to understand the figures and engage clients in conversation about them, nobody better.
Southern charmer, Alabama Tider, believer that everything happens for a reason (we’re still arguing that one), extraordinary facilitator and trainer. Barbara engages ‘em where they are and moves them to where they need to be…. and they’ll want to go there with her, no question. Not reachable Saturdays between August 1 to July 31 (SEC football season).
Financial Institutions lifer (a short and happy life, so far) who is changing the way bankers and clients interact. Foodie, unabashed, proud of her multi-city restaurant ranking spreadsheet. Fond of fast cars and the Atlanta Falcons. Fresh thinker and disruptor, helping clients pull away from the pack.
Keeper of the Keys
Nobody would be paid and nobody would receive training materials if Carla didn’t do Carla. Behind her quiet façade, an unrepentant chocolate lover who cannot step away from tasks until they’re finished right. She tracks the stuff we’ve forgotten about and keeps us all straight. Plus, she knows where to pick the best blueberries on the planet.
If you ever needed an Excel spreadsheet to accomplish a task more easily and quickly, Rob’s your guy. In fact, even if you didn’t KNOW you needed the Excel spread sheet, Rob’s your guy. A welcome representative of the “Practical Controller” school, he develops the numbers that help us understand how we’re doing. He’s also a kick-butt money manager.