FINANCIAL MARKETING INSIGHTS
The surprisingly effective response to a customer complaint
I recently had trouble with a community bank’s technology and emailed a banker there to complain in what I hope was a polite—but very frustrated—manner. The response was swift and unexpected.
She thanked me.
4 tips to spark advisory board engagement
Your board meets regularly. Maybe they sign loan approvals or give advice. Do they do anything else for you? What about growing your organization? It's time to amp up expectations.
Big Bad Wolves are not real—and there are no silver bullets
The monster lurking around the corner isn’t the economy or absence of a marketing budget. It’s a lack of strategy that keeps you from achieving your business development goals.
While Jack had magic beans, you don't.
Marketing minimalism can create large ripples
Doing the minimum.
This has such a negative connotation in our culture, but what if you embraced that concept? What’s the minimum you need to do in order to create the desired impact or change?
Finding the Financial Forest in the Trees
Sometimes when you’re working in the business instead of on the business, you lose sight of the big picture. You become so embedded in the details, the view is myopic. You’re dealing with trees when you should be managing the forest.
