I am in Seattle, Washington and have just finished a keynote address based on my book, Grounded (Little River Publishing). This is the first annual Emerging Leaders conference conducted by Western Independent Bankers and I am honored to have had the leadoff spot. These are not just the future leaders of their respective financial institutions; […]
Monthly Archives: September 2017
Creating New Tricks Using Traditional ‘Old Dog’ Marketing Concepts
In my search for transformational growth in the financial services industry, I am constantly on the lookout for innovative activities. The majority of my keynote speeches still revolve around some type of branch transformation. And one of the biggest elements of the transformation needed in the branch is the transformation of the people working there. […]
Using a Storm to Improve Success
When the family needs beach time and an infusion of saltwater living, we head to Alligator Point in Northwest Florida. It’s just over a two hour drive away and has miles of beach access on the Gulf of Mexico. On one particular trip, we rented a house that was just 20 paces from the water. […]
You Got to Know When to Fold Em …
It is always a crapshoot answering your mobile phone from a number that you don’t recognize. In one particular instance, what I thought was a phone call from a recently signed client, turned out to be a cold call from an organization that had reached out to me via LinkedIn previously. Their LinkedIn message had […]
I Got Caught with a Coke
I was on my way out of the store with a 16-oz Coca-Cola in my hand on a Saturday morning when I spotted my cardiologist walking into the store. We made eye contact, and both exchanged a brief greeting, the nondescript kind that involves no personal information when two people know they know each other, […]
Grounded Again … But Delta Comes Through In the End
On Wednesday April 5th, I delivered a presentation on Retail Branch Transformation at a New York Bankers conference in Syracuse, NY. Everything went great, there was a big crowd and the presentation was well received. Then it’s back to the airport to fly back to Tallahassee and a drive back to Valdosta, where I was […]