VISIBLE PROGRESS BLOG

3D Relationship Building Strategy

by | March 27, 2023 | Blog | 0 Comments

If you are a Banker and you are reading this, you can’t afford to ignore this #1 strategy if you want truly satisfied clients and thriving profitability. They say, “first impressions are everything.” But is your team consistently creating the best first impression……

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If your mortgage business isn’t growing, it’s because you’re not marketing correctly or consistently. Here’s how to get it right.

by | October 18, 2022 | Blog | 0 Comments

The best and fastest way to grow your mortgage business is by having an experienced virtual marketing assistant who knows how to grow your business, and understands the inner-workings of the real estate industry. It’s one thing to have someone who knows marketing, but…

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Your Call Centers or Branches May Be Losing Customers and Increasing Your Costs…..

by | September 28, 2022 | Blog | 0 Comments

I am going to share a personal story, an experience, that far too many banks are giving their customers. Undoubtedly, it is costing banks money and long-term customers. Perhaps you have had a similar experience. Perhaps your bank may need to tweak some things so this…

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It’s time for retail bankers to get serious about relationships building and cross selling.

by | August 18, 2022 | Blog | 0 Comments

Retail bankers are known for being nice helpful people… But they also come across as not really knowing their products or how customers benefit by using them. It’s no wonder….most banks put so little effort into preparing their retail team members with a deep…

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Don’t Wait – Build The Team You Need for The Future Now

by | June 1, 2022 | Blog | 0 Comments

It seems like things are slowing down. Companies are pulling back. I am hearing more about targeted layoffs and downsizing again. Seem like just yesterday companies couldn’t find people, now they are letting them go. From all indications, this will likely be the case…

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How to evolve your business regularly to meet the demands of a constantly changing market

by | April 8, 2022 | Blog | 0 Comments

(Co-Authored by Tim Scholten & Aaron Schulman) If the last few years has taught business owners anything, it’s how to quickly adjust and evolve to keep up with all the challenges and changes brought on by COVID and rapidly changing mandates and business…

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How to get your team to commit 100% to your strategic plan

by | February 23, 2022 | Blog | 0 Comments

(Co-Authored by Tim Scholten & Aaron Schulman) The first 5 steps of our Market Beating Strategy TM set your business up for unparalleled success.  Once you master these, your ability to guide your team to increasing achievement has virtually no limits. In step 1,…

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How to quickly choose effective business goals and get 100% team buy in

by | February 2, 2022 | Blog | 0 Comments

(Co-Authored by Aaron Schulman & Tim Scholten) The first 4 steps of our Market Beating Strategy TM create a great foundation for success that will allow you to see the initiatives and goals from your strategic planning process actually become a reality. In step 1,…

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Is your strategic plan a total waste of time? How to assess properly so your planning doesn’t collect dust on the shelf.

by | January 13, 2022 | Blog | 0 Comments

(Co-Authored by Aaron Schulman & Tim Scholten) Whether you are a business owner, a sole-proprietor, a non-profit, or a financial institution, you will need to learn how to properly “assess” your business strategy and tactics so that you not only have proper goals,…

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How to Properly and Regularly Forecast to Grow Your Business and Avoid Significant Pitfalls

by | December 22, 2021 | Blog | 0 Comments

(Co-Authored by Aaron Schulman & Tim Scholten) How does forecasting work and how do top performaing entrepreneuers and companies use it to stay on top? How can it be done accurately and predictably? How can you be sure that your business is going to stay ahead of…

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