Has Your Bank Become a Sales Dinosaur?

As you’ve seen from past blogs, the consistent theme of the blog content we produce focuses on helping bankers and banks evolve and become more progressive, innovative institutions. The theme of my next two blogs is Has Your Bank Become a Sales Dinosaur?  This first blog is a “bank-assessment” designed to assist bank CEOs and […]

Evolutionary Business Planning For Lenders – Part Three

In this, the third blog in our educational series, Taking an Evolutionary Approach to Business Planning, our intent is to help your lenders modify their 2016 business plans, based on what they have learned from the analysis of their 2015 activities and results. Plan Your Work; Work Your Plan…Why Don’t More Lenders Do This? At […]

Evolutionary Business Planning For Lenders – Part Two

If you’ve been reading our blogs you’re beginning to recognize that we advocate taking a more thoughtful and strategic approach to every facet of sales.  In this, the second blog in our educational series, Taking an Evolutionary Approach to Business Planning, our intent is to leverage the insights learned from the recommended actions laid out […]

Evolutionary Business Planning for Lenders – Part One

We’re excited to begin discussing lender business plans as part of our four-part blog series on Taking an Evolutionary Approach to Business Planning. It doesn’t matter if your lenders have completed their annual business plans or are in the process.  I promise that the things we will be shedding light on over these next four […]