Marketing Makeover–How to KNOW You Are Getting ROI from Every Marketing Dollar


I believe that people want to work with people who “get them” and are all about their success.

In this series, I’m going to show you how you can transform the marketing ROI so that every dollar you invest gives you $5–$20 back (or more) to your bottom line.

If you’re the kind of banker who feels like your marketing department is already targeting the very best, low-risk, high-profit prospects—and they’re getting them—you’ll love this because I’ll show you how to speed that up.

If on the other hand,

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How to Get REAL Results by Optimizing Your Sales Management Process


I believe the job of a sales manager is one of the most difficult there is. In this episode, I’m going to share how a sales manager can create more and better results with fewer headaches.

If you’re the kind of sales manager or leader of sales managers:

  • Who has it all buttoned down and you feel your sales management is optimized, you’ll love discovering how you can use that powerful platform to take it to the next level and beyond.
  • Who feels like your sales management is a meh,

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How to Build Iron-Clad Accountability around Loan Growth


I believe most people really want to do a good job.

In this session, I’m going to show you how to take your “ok” performers and help them focus on what matters so they can create far better sales results than they ever dreamed possible.

If you’re the kind of leader:

  • Who has great accountability already, you’ll love this because I’ll show you how to get lenders to up the ante on their performance quickly.
  • Who feels like you struggle to get accountability in your workplace and people all “look” busy but they’re just not unleashing high performance,

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Close 50% of Your Top 100 Best Customers Each Year


I believe teams can create a result that far exceeds the sum of its individuals.

In this video, I’m going to share how you can dramatically increase the chance of getting larger deals at premium pricing by utilizing team selling instead of the “individual contributor” model of sales.

If you’re the kind of leader:

  • Who has already begun selling via teams and you’re getting good results, you’re going to be glad to know that you can take it up a notch to apply even more tweaks to improve results.

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More Loans from the Best Customers at Better Pricing


I believe it’s FUN to win.

In this session, I’m going to share with you a way to help your lenders win more and better deals.

If you’re the kind of leader:

  • Whose team is already bringing in nice deals and you’re fairly happy, you’re going to love this because I’m going to show you that there is a lot more where that came from. They can, with that base, bring in so much more AND at better pricing.
  • Or, if you are a leader who is frustrated that you have a few lenders who are doing all the deals and the others don’t seem to catch on and replicate results,

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Avoid the 4 Issues Sabotaging Your Lending Team


I believe quality loan growth is one of the top three drivers of sustainable profitability for banks.

In this session, I’m going to show you how, by restructuring your lending department, you can increase the productivity per lender by 30–40% or more within 12 months.

If you’re the kind of leader:

  • Who thinks your team is kicking butt and taking names in securing quality loans at premium pricing and you’re sure it’s because of your team’s execution of a predictable success system and not driven by the competition’s recent mistakes or the economy’s impact,

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Step-by-Step Blueprint to Get to and Stay in Top 5% Performance



I believe that we all take great pride in legendary performance.

In this episode, I’ll show you how can have your best year ever and show you the system used by banks that doubled the profit in less than three years for over 70% of the stock banks that used it.

If you’re the kind of leader:

  • Who is already in the top 5% of NIM, growth, ROA, ROE and Efficiency Ratio, you’re going to love learning how you can be assured that you’re not at risk of losing your edge as competition gets tougher.

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What if You Could Transform to Next-Level Culture in One Day?



I believe everyone wants to work in a place where they get energized and surround themselves with competency.

In this episode, I’ll show you how you move the culture score needle—the leading predictor of future growth and profitability.

If you’re the kind of leader:

  • Who feels like you have great people and you have this wired, you’re going to enjoy hearing how banks just like yours are taking that great culture over the moon, and the financial impact of it.


  • If,

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4 No-Fail Strategies to Up Your Customer Service Game from Good to “WOW”



I believe everyone loves to be well-taken care of.

In this episode, I’ll show you how to take a good service culture over the moon—to have a service culture that is so remarkable that everyone is talking about you and sending their friends.

If you’re the kind of leader:

  • Who feels you already nail this customer service aspect, you’ll love this because I’ll show you how banks who have already done the Disney training or do internal service training have doubled their service scores in just six weeks.

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How to Build a “Culture-Score-Improves-Every-Year” Iron-Clad System



Headline: Create a Culture of Confidence at Your Bank

Headline: The Iron-Clad System for Improving Your Culture Score

Headline: How Do You Deal with Problem Employees

I believe a great culture makes running an organization delightful.

In this episode, I’ll share with you a system we use with our clients who, almost without exception, have improved their culture scores every year compared to the year before—often for over a decade.

If you’re the kind of leader:

  • Who thinks your culture is spot on—couldn’t be better and the accolades keep coming and you’re constantly on top of peers in growth and earnings—which is the outcome that hundreds of studies show happens with improved culture—then you’re going to love finding out how to keep it advancing,

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