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VISIBLE PROGRESS BLOG

Increase Deposit Retention and Growth with Simple Relationship Conversations

by | August 1, 2023 | Blog | 0 Comments

On the surface the title of this article seems like commonsense, but it is not common practice.  The question is:   “If this is simple, why is it not commonly done?”  The reality is that most bankers spend their time selling clients on the latest or coolest product. …

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Business is All About Relationships and It Always Has Been

by | July 24, 2023 | Blog | 0 Comments

Business is ALL about Relationships and It ALWAYS has been, but do you know how much revenue you are losing because your bankers have never been taught how to use client interactions to build strong relationships? It is obvious to most of us that the statement,…

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Get Personal with Banking Clients for Better Multi-Channel Utilization

by | June 13, 2023 | Blog | 0 Comments

While branches are still the most expensive delivery channel for your bank, it is still the most effective channel for engaging and educating your customers on how to leverage multiple channels for convenience and timely information. A recent study I read stated that…

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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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Universal Banker Model – Time for a “Re-set”?

by | Nov 20, 2020 |

Pre-Covid, many community and regional banks had already transitioned (or attempted) to the Universal Banker (UB) delivery model in their branches.  The realization (or not) of declared objectives and/or value from these change initiatives has been questionable.  …

The 6 Keys to a Strategic Plan for Community Banks

by | Nov 13, 2020 |

In this article we share the 6 keys for a winning strategic plan for community banks, and the Market-Beating Strategy workbook to help your team get flawless execution and whole-team buy-in. This article includes:- Target Customers – Products – People – Delivery-…