My Top 5 Lists For 2021

My Top 5 Lists For 2021

Based on feedback from Bankers and Salespeople throughout the year … plus my own personal preferences … I am thrilled to share with you my Top 5 Lists for 2021 to inspire you to achieve greater prosperity in 2022.

Please feel free to share your personal opinion on these Lists.

Click any of the following titles to read my most popular Articles of 2021.

1. People Don’t Leave Organizations …. They Leave People

2021 gave rise to the “Great Resignation” and in this article I remind Leaders about what they must do to better retain their staff. How well do you C.A.R.E.?

2.  How To Differentiate You?

In a world of competing bank brands where there is little difference between organizations, the key differentiating factor is YOU. But do you know how to build your personal brand? In this article I show you how …. and please make sure you watch the cool video at the end.

3.  Why Aren’t You Offering Your Clients “Happy Meals”?

Stop being a transactional banker and start developing wholistic relationships. Consider pre-packaged solutions that provide tremendous value to your customers and will make them happy.

4.  Are You a Human Being …. Or Just a Human Doing?

In this popular article I remind you about the importance of being radically authentic during these challenging times. Don’t just do your job …. genuinely engage customers and remember why you do what you do.

5.  It’s Easy. 3M + 3C = More Clients

Many Bankers and Salespeople struggle with prospecting. In this article I share a simple and highly engaging approach (formula) that will help you get more meetings with the people you want to meet.

Click any of the following titles to watch my most popular Video Blogs of 2021.

1.  Are You a Service Provider or a Finance Professional? (4 minutes)

Most Bankers simply think of themselves as Service Providers but in this popular video I challenge Bankers to change their mindset and to always position themselves as a Finance Professionals.

2.  In The Absence Of Value, There Is Only Price (4 minutes)

Price continued to be a differentiating factor for many when it came to winning deals in 2021. Watch this video to learn how you need to rethink your sales approach so you can win more business at the price YOU want.

3.  Three Tips For More Effective Follow Up (8 minutes)

Most Bankers and Salespeople give up after 1 or 2 follow ups, yet many deals are won after 4 or 5. In this video I share three simple strategies to help you consistently follow up with value.

4.  Tips on How To Ask Engaging Questions During a Meeting (8 minutes)

Many Bankers today are still uncomfortable with “selling” but they are comfortable helping customers with their needs. So how do we discover their needs? We ask questions. Watch this video to gain simple tips on how to confidently ask questions without sounding like a salesperson.

5.  Stop Sharing Your Clients With Your Competitors (8 minutes)

My most popular coaching video of 2021. In this video I show you how to become the ONLY Bank (or Vendor) your clients will ever need.

{BONUS VIDEO}  Silence Your Inner Negative Voice (3 minutes)

A clip from one of my favorite movies of the year. In order to achieve your professional and personal goals it is critical that you remain positive and silence the negative voices (or excuses) that tell you it can’t be done.

Click any of the following titles to learn more about (and order) my favorite Sales Coaching & Leadership Books of 2021.

1.  The Coaching Effect by Bill Eckstrom & Sarah Wirth

The Coaching Effect will help leaders at all levels understand the necessity of challenging people out of their comfort zone to create a high-growth organization. Filled with helpful strategies and backed by research.

2.  Demand Side Sales 101 by Bob Moesta

A great book for those who fear selling. The author excellently outlines how selling does not have to feel icky for you or your customers. In fact, with the right approach, sales can be an empowering experience for all.

3.  Sell Different by Lee B. Salz

Lee’s first book (Sales Differentiation) was awesome and his latest release in 2021 arms you with even more strategies to help you outsmart, outmaneuver, and outsell the competition to win more deals at the prices you want. Highly recommended.

4.  Soup: A Recipe To Create a Culture of Greatness by Jon Gordon

A treasured gift from a client that resulted in me purchasing many books by this author. Soup offers an inspirational business fable that explains the “recipe” you can use to create a winning culture and boost employee morale and engagement.

5.  Selling From The Heart by Larry Levine

A wonderful book that I have read twice now. Larry Levine deftly illustrates how sales professionals (bankers) who demonstrate authenticity and empathy gain an unbeatable competitive edge. Another great book for those who fear selling.

{BONUS BOOK}

Click the following title for a Bonus Video Blog (9 minutes) featuring My Top 5 Key Takeaways from 2021.