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10 Years Ago, Targeting Millennials Was Critical – What Now?
16 easy ways to make commercial customers feel like rock stars
Are you making yourself indispensable to your business customers? Treat them like rock stars
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3 Essentials of Truly Strategic Creative Work
3 Steps to Stronger Bank Advisory Boards
3 ways you can take your customer service from good to incredible
Here you are: Sensational Mr. or Ms. Business Person. But the sad truth is, if your company is
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4 tips to spark advisory board engagement
Your board meets regularly. Maybe they sign loan approvals or give advice. Do they do anything
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Bankers: how excellent service devalues your brand
I recently asked a variety of C-level people how often they were called on by a banker trying
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Banks, Sports Sponsorships and COVID: Three Ways to Win
Best Financial Friend: six ways to create personal connections from afar
Better business development starts with heartburn
When a business development team gets charged up and ready to call on prospects, they’re often
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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
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Blending cultures in a merger–3 lessons from the Brady Bunch
Mergers and acquisitions are increasingly commonplace in the financial industry. So if your
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Building a Financial Education Program for Millennials
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Business spaghetti: stop waiting to see what sticks
"Things change so fast, there's no room for a plan," we've heard more than once—from more than
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Combat millennial financial stress and trauma
Dig a well before you are thirsty—the future is almost here
Do not write my name on my clothes: and other things you do for your convenience, not mine
It’s been a while, but I’m still fuming about the dry cleaner who wrote my name inside my
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Don't "nice" your institution out of profitability
A bank president recently told me he lets safe deposit box rent renewal notices slide because
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Don't leave employees (and customers) in the dark
Everyone is busy. Like many high-performing employees, your people may be running as fast as
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Environmental Branding for Total Brand Immersion
Creating a powerful brand experience goes far beyond having a sign outside and welcome mat at
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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
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First national banks are confusing the heck out of us
When I was a new college freshman, a classmate who was also from out of town attempted to make
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Five ways to be an all-weather financial brand
Five ways to build your currency of trust
How a hound dog and a handshake bred enduring loyalty
My father-in-law Ralph was a WWII veteran and serial entrepreneur. Over his 94 years, he owned
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How to pay more than lip service to your brand
Many financial institutions struggle with differentiating themselves in this commodity-mindset
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How you treat people in the worst of times is what they’ll remember in the best of times.
I make a mistake, I pay. You make a mistake, I pay?!
I talk about banking with a lot of people. So last month, someone told me about accidentally
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Leap off the commodity hamster wheel: on demand webinar
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Make your customers look good to their customers and win at customer loyalty
Many community financial institutions say they’re customer-centric, yet have a brand promise
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