Key Trends Shaping 2022 Roundtable

Top Quartile
Top Quartile
Key Trends Shaping 2022 Roundtable
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Several key thought leaders share their perspective on key trends shaping 2022. Check out the video version of this episode on Youtube. Guests appearing in this episode and links to their original Top Quartile episode include:

 

Lessons Learned 2021 Wrap-up Roundtable

Top Quartile
Top Quartile
Lessons Learned 2021 Wrap-up Roundtable
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We bring back some of the guests that were part of the inaugural year of Top Quartile for a roundtable discussion about key lessons learned in 2021. Check out the video version of this episode on Youtube! Guests appearing in this episode and links to their original Top Quartile episode include: 

 

 

Best Practices in Sales Management w/ Charlie Moon

Top Quartile
Top Quartile
Best Practices in Sales Management w/ Charlie Moon
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Business Development Strategist and author of How to Turn Order Takers Into Rainmakers, Charlie Moon, talks about how banks can enhance revenue growth through a systematic approach to sales coaching and management with host Dan Marks, including: 

  • Charlie’s unique background in banking 
  • How Charlie applies his skills to help non profits raise funds in his spare time 
  • Charlie breaks down his book and the acronym embrACe 
  • Navigating the relationship between technical skills and personal skills in sales 
  • The importance of engaging clients with a story 
  • Charlie’s process for individual development 
  • Charlie’s advice to his younger self 

 Connect with Charlie on LinkedIn 

Check out getcharliemoon.com 

Download Charlie’s book 

 

The Inside Story of Pinnacle’s Growth w/ Sarae Janes Lewis

Top Quartile
Top Quartile
The Inside Story of Pinnacle’s Growth w/ Sarae Janes Lewis
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Senior Vice President and Director of Associate and Client Experience at Pinnacle Financial Partners, Sarae Janes Lewis, talks with host Dan Marks about how building a great culture focused on delivering a great client experience drives growth at Pinnacle, including: 

  • Sarae’s background and the genesis of her role 
  • How Pinnacle has grown from 250 employees to a top 40 bank by assets 
  • How culture and delivering an excellent client experience interrelate 
  • Pinnacle’s leadership philosophy and the story behind using Partners in the name  
  • Pinnacle’s distinct operating approach and how analytics and listening to clients drive Top Quartile growth 
  • Sarae’s advice to her younger self 

 Connect with Sarae on LinkedIn 

Check out Pinnacle’s website 

Fastest Growing Metro Areas in the US 

How We Started and Grew a De Novo Community Bank w/ Will Chase

Top Quartile
Top Quartile
How We Started and Grew a De Novo Community Bank w/ Will Chase
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Will Chase, the founding CEO of Triumph bank, discusses key observations and lessons learned that led to the founding, profitability, rapid growth, and eventual successful exit with host Dan Marks including: 

  • Will’s journey from repossessing cars to founding Triumph 
  • The banking climate in Memphis while starting Triumph 
  • The strategies that kept Triumph successful through all types of economic cycles  
  • How Triumph built a differentiated brand 
  • How a community bank can use data and analytics to win customers 
  • Will’s view on adopting technology and how a community bank can be successful even in a “scale game” 
  • Reflections on leadership, culture, and learning from mistakes

 

 

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