Did you know that relationship managers are the most undisciplined, unfocused sales people on the planet?  It’s true!  Before choosing to work exclusively with banks 17 years ago, I trained, coached and mentored  sales teams in many different industries including insurance, financial planning, pharmaceutical, professional services, automotive, healthcare, start-ups, manufacturing just to name a few. […]

So let’s jump in and get to the heart of why more lenders don’t meet or exceed their annual sales goals.  The #1 Reason The #1 reason a substantial percentage of your lenders don’t hit their sales goals is because they are overly reliant on third party referrals as the primary source of their deal […]

Your Competitor’s Marketing Plans Revealed! What if… A healthy percentage of your lenders exceeded their annual production goals…by June 30th? What if… A healthy percentage of your lenders produced more than twice their annual sales goals annually without working any harder then they currently are working? We’re not surprised by these results.  They are quite […]