Get Your Strategy Right
So Your Bank Will Prosper

A Private, 2-Day Workshop to Help You Create Your Winning Strategy, Get 100% Team Buy-In, Experience Breakthrough Growth and Become the Recognized Leader of Your Community

“Tim, we wouldn’t be where we are without your help!”

Mike Pultz – Community Bank – Columbus, Ohio

Create a winning plan

Create a strategy that will
always be ahead of the market

Build momentum fast

Get 100% team buy-in
and see results fast

Become your market’s leader

Stay ahead of your market and
become the envy of your competition

 

 

 

 

 

Discover how the
Market Beating Strategy Workshop has helped
banks like yours double or triple their Return on Assets

WHAT MAKES VISIBLE PROGRESS SO DIFFERENT?

Do you have a great strategy for your bank?   Is your strategy a “Market Beating Strategy?”   Are your competitors envious of your strategy?   Does your entire team get your strategy and make it a priority to complete all the elements of it every single year?

If your bank and team are not 100% on board with an effective strategy, then I encourage you to attend our private, 2-day Market Beating Strategy Workshop.

The 7 Step Framework that has taken hundreds of banks and businesses to the top

In our 2-day, private workshop, I will personally walk you through the same 7 steps that I have used for over 20 years to help banks, credit unions, and other organizations develop and execute their own market beating strategy.

Through our workshop, you will take your bank to levels of success that you never imagined possible.

Here is what you will master in our 2-Day Market Beating Bank Strategy Workshop:


Step 1: Frame

We will help you Frame your bank strategy so that you always know what your daily activities should be focused on and what you should avoid, saving you countless hours of wasted time and thousands of dollars.


Some symptoms & signs that your banking team
needs to master “Framing

  • Your focus is NOT clear
  • Your goals are not clear
  • You are constantly looking at ideas and opportunities that don’t fit your bank or are not realistic
  • You are pursuing prospects that don’t fit your bank’s ideal customer
  • Your bank’s value proposition is not clear to your customers or employees

After you  master the skill of “Framing” at our Marketing Beating Strategy Workshop,
your bank will exhibit these characteristics of a thriving bank:

  • Your bank’s strategic objectives become clear
  • Your goals gain sharper focus
  • You know what products, services, and markets you want to pursue and which not to
  • You know your ideal customer
  • You know your values and what boundaries you are not willing to cross
  • You stop chasing ghost opportunities
  • Your value proposition is clear to customers and employees

Step 2: Diagnose

We will help you Diagnose how your bank can make more money – developing a plan to maximize profitability. This will help you leverage your most profitable activities and uncover ways to minimize expenses.


Signs and Symptoms that your bank’s team
needs to master “Diagnosing

  • You are chasing every sale, even when it isn’t making a real profit
  • Cost always seem out of control
  • You don’t have a good handle on your key metrics that forecast how your bank will perform in the future
  • Your branch traffic is falling but your staff is still busy with their same work
  • Your teams sales and production is behind what your peers are doing
  • Departments are always saying they are understaffed but you can’t afford to add

After you master the skill of “Diagnosing” at our Marketing Beating Strategy Workshop,
your bank will exhibit these characteristics of a thriving bank:

  • You know your most profitable lines of business and are focused on nurturing them
  • You understand and control your costs
  • You have a good handle on your key metrics that tell you how your team is performing
  • You can forecast your profits because you you know what drives them
  • You are able to control and manage your growth profitably
  • You are  able to leverage tools to make your back office more efficient

Step 3 – Forecast

We will help you accurately Forecast the future of your market and competition, and build a plan that will keep your bank ahead of market changes and ahead of your competition.
This will help you avoid missing critical trends and opportunities that may derail your bank’s growth and profitability.


Signs & Symptoms that your bank’s team
needs to master “Forecasting

  • You are caught off guard by a new industry trend
  • Your market share in your core markets are shrinking
  • You frequently have to run promotions and specials in order to get customers to do business with you
  • You have products or services that customers no longer buy
  • When key people leave or go on vacation your forward progress stops
  • Your controller is the only person who really knows the numbers for each area
  • You are caught unprepared by new regulations

After you master the skill of “Forecasting” in our Marketing Beating Strategy Workshop,
your bank will exhibit these characteristics of a thriving bank:

  • You know where the industry and your market area is headed
  • You understand how the economy is impacting your bank
  • You know where your future grow will come from
  • You know what areas of your bank are in growth mode and which are declining
  • You know when you should exit certain products or lines of business
  • You know what staffing you will need to support future business and hire in time
  • You know how regulation will affect your bank

Step 4 – Assess

We will help you Assess all possible strategies and tactics that are needed to achieve your goals, creating a clear roadmap for you and your team to follow. Your roadmap will help you avoid confusion of priority, timing and responsibility that causes so many companies to fail to execute their plans.


Some symptoms & signs that your bank’s team
needs to master “Assessing

  • You are struggling to meet your day-to-day objectives
  • You don’t look to the future very often
  • You rarely look at your strategy
  • You rarely ask customers or employees for feedback
  • Your strategy doesn’t change much from year to year
  • Your board doesn’t ask for updates on your strategy
  • You haven’t ever done a SWOT analysis
  • You don’t know why your competitors are constantly beating you

After you master the skill of “Assessing” in our Marketing Beating Strategy Workshop,
your bank will exhibit these characteristics of a thriving bank:

  • You are spending most of the time looking to the future
  • You are able to identify new initiatives that will help you grow or improve profits
  • Your team is actively involved in brainstorming new ideas and ways of improving the business or making money
  • You meet regularly with customers to find out what they need
  • You ask customers for feedback regularly
  • You ask employees for feedback regularly
  • You revise your strategy annually or more often
  • You frequently do a SWOT analysis
  • You know why your performance is what it is compared to competitors

Step 5 – Choose

We will build simple systems to help your team prioritize and choose the best strategies so that you spend time on only the activities that drive your success.  The support, ownership and accountability created helps you avoid your plan becoming another dusty plan never achieved.


Some symptoms & signs that your bank’s team
needs to master “Choosing

  • You don’t have a plan for accomplishing your initiatives
  • You wonder how you will find the time and money to do them
  • You aren’t sure what impact your initiatives will have on your bottom line
  • You don’t know when you will find the time to get them done
  • You don’t know if people are on board with your plans

After you master the skill of “Choosing” at our Marketing Beating Strategy Workshop,
your bank will exhibit these characteristics of a thriving bank:

  • You know which initiative(s) are the MOST important
  • You have prioritized how you will go about accomplishing your initiatives
  • You have planned for the funds and resources to accomplish your initiatives
  • You know the bottom line impact of each initiative
  • You know how long each initiative will take
  • You know what impact your efforts will have on this years performance

Step 6 – Commit

We will show you how to get 100% commitment from your team on all initiatives. No longer will you have to hold-hands or spend countless time and energy re-motivating your team.  They will own their piece of your strategy and will run it with confidence and enthusiasm, helping you avoid being the strategy bully.


Some symptoms & signs that your bank’s team
needs to master “Commit

  • Initiatives don’t have owners, or you own them all
  • You don’t talk about your progress very often
  • You don’t really report on your progress
  • Your team doesn’t know what your plans are
  • There are no real consequences for not achieving your initiatives
  • Your team is always looking outside for new opportunities

After you master the skill of “Commit” at our Marketing Beating Strategy Workshop your bank will exhibit these characteristics of a thriving bank:

  • Each initiative has an owner
  • You talk about progress weekly or at least monthly
  • You report your progress monthly
  • Your entire team is aware of and supports your plans
  • You report your progress to the board regularly
  • There is recognition and accountability for achieving and not achieving initiatives
  • Your team is excited about your future plans and their opportunity for growth

Step 7 – Evolve

We will show you how to own this entire process so that your bank is nimble and will always be able to Evolve and remain on the leading edge of change while becoming the envy of your competition.


Some symptoms & signs that your bank’s team
needs to master “Evolve

  • You can’t seem to retire old systems or sunset old products
  • You have aging products that haven’t kept pace with competitors
  • Your customers are buying more of their products from your competitors
  • Your costs are higher than your competitors
  • You are losing market share
  • Profits are continually elusive
  • You have high employee turnover
  • Your employees don’t see internal opportunities to grow with the company

After you master the skill of “Evolve” at our Marketing Beating Strategy Workshop,
your bank will exhibit these characteristics of a thriving bank:

  • You regularly update your plans when market or business conditions change
  • You monitor the competition to stay current with trends
  • Customer feedback drives your future plans
  • You kill ideas from time-to-time
  • You sunset products from time-to-time
  • Your customers are buying more of their products from you
  • You are gaining market share
  • Your bank is growing and more profitable
  • People want to work for your company

“Tim has helped our company a number of times, and always has great thoughts and ideas on how to improve our performance.”

-Doug Chaffin – President & CEO – Monroe Bank & Trust

What’s my investment

How much is an unclear strategy costing you?

If you don’t create a market beating strategy and work your strategy, you know that this year will not be any better.  You’ll miss critical revenue and growth opportunities.  You’ll waste time, energy and money on the wrong initiatives.  Your team won’t understand and be unified around executing your plan.  Your bank won’t reach the level of success you deserve for your hard work.  A lack of a clear strategy may be costing your bank a great deal.

Don’t be like the 82% of other banks that just get by.

Lead your bank to the top 5% . . .

This year can be your best year if you build your strategy at our private workshop.

Your Investment

Your entire leadership team can attend this private workshop for $4,997.

“This is what separates the true winners from the rest of the pack”

– A.J. Frint – Business Sales Manager

AFTER YOU ATTEND THE WORKSHOP, YOU WILL ALSO RECEIVE 

Bonus#1 – Workbook with video segments – $69.95 per participant

Bonus #2 – 1 hour of  follow up Strategy Execution and Reporting Consulting – $350.00 Value

Bonus #3 – Focus5 Advantage Book – $16.95 per participant

Bonus#4 – Focus5 App – Extended Free trial and 20% discount on the price – $350.00 Value

Bonus #5 – Access to our Private Strategy Templates, Tracking and Reporting tools – $997.00 Value

Total Bonus Value – Over – $1,800.00

REGISTER HERE

By registering you agree to the Visible Progress Terms of Service.

Need help?  Have questions?  Call 614.374.2890