I was in Atlanta, Georgia, for a series of business meetings, and happened to be at a trendy restaurant near the Federal Reserve Bank in Midtown. My breakfast meeting was ending, and as we were discussing the state of branch transformation in financial institutions, my guest suggested I check out the new Bank of America […]
Tag Archives: business
Want to get out of a ticket … follow Traci’s advice!
As a professional speaker and strategic planning facilitator, I have a lot of balls to juggle on a week-by-week basis. So, I use a third-party source for administrative support. Sheila Moland of Pressing Engagements is that source, and she helps me in more ways that I can count. As a part of her services, she […]
Reverse Brainstorm To Great Insight
In July, I teach two weeks at the Graduate School of Banking at the University of Colorado (GSBC). One of my students once showed me a great video called “7 Ways to Maximize Misery.” The idea is to get people to focus on happiness by showing how absurd it is to embrace being miserable. I […]
If You Are Going to Provide Digital Service, You Better Take it All the Way
As a speaker, consultant and strategic facilitator, I fly a lot. Advancements, such as mobile apps, allow quick and decisive decisions and have certainly improved this experience. There are even options where I can self-select to generate alerts to let me know about key events such as “my flight is boarding.” These alerts can be […]
Be Value Added: Going the Extra Mile to Serve a Client
As a professional speaker, I get to work with meeting planners. As someone who has created and executed many conferences myself, I have a great deal of respect for these unsung heroes from companies and associations. So, I try to go out of my way to assist them in any way possible. I am always […]
An Example of a Thoughtful Response
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; […]
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. […]
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, […]
The Best $250 I Ever Spent – On Creating a Memorable Experience
I recently attended the 2017 Payments Conference put on by the National Automated Clearing House Association (NACHA). This is a gathering of all of the stakeholders in the payments biz and generally is a great big meet and greet for those of us who have spent decades in payments. One of the highlights of this […]