Is Your Brand Uncontainable?

Every bank or credit union wants to build a successful brand. But what if you focused on building a financial institution that was “uncontainable?” You can if you read Kip Tindell’s new book Uncontainable. He just happens to be the chairman and CEO of The Container...

Five Ideas to Boost Cross-Sales

Cross-sales. While rarely anybody’s favorite thing to talk about (with the exception of maybe sales trainers) cross-sales are an increasingly vital part of the revenue mix for banks and credit unions. Deepening relationships and getting more from current members and...

Do Consumers Buy Your People or Your Institution?

When it comes to financial products and services, do consumers buy your people or your institution? According to the book People Buy You, it’s all about your salespeople. Author Jeb Blount goes into great detail about how to have success in sales. Everyone who is in...

Stop Selling and Start Engaging

When you say the word “sell” in a financial institution staff meeting, it’s usually about as well received as the person who shows up to a football game wearing the “other” team’s jersey. There’s a good reason for that. Hard-core selling doesn’t work at financial...

Are You an Order Taker or an Educator?

Do your employees take orders or do they educate consumers? What is your employees’ perception to this question? No matter what products or services our organization provides, we want our employees to go way beyond just taking someone’s order. We want them to truly...