Best Practices in Sales Management w/ Charlie Moon

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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

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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

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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

 

 

Leveraging FinTech and Crypto Partnerships for Banking Growth w/ Scot Lenoir

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Leveraging FinTech and Crypto Partnerships for Banking Growth w/ Scot Lenoir
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Scot Lenoir, Chairman at Evolve Bank and Trust, talks with host Dan Marks about their partnerships in the FinTech and Crypto space and how it drives growth! The conversation includes: 

  • How Scot started Evolve 
  • Scot’s love for sports and music 
  • Evolve’s role in in FinTech and Crypto 
  • How Scot thinks about the current banking and financial services space 
  • How Evolve embraces innovation and regulation at the same time 
  • How FinTech partnerships benefit end consumers 
  • How Evolve leverages data and analytics to serve clients 
  • Scot’s key takeaways around serving the FinTech and Crypto space 
  • Scot’s advice to his younger self and what he would have done differently if he were to start a bank today.

Connect with Scot and Evolve on LinkedIn

Follow Evolve on Facebook and Twitter

Visit getevolved.com

 

Loan Growth Best Practices w/Tim Keith

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Loan Growth Best Practices w/Tim Keith
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CEO at Infusion Tim Keith talks best practices in growing loans with host Dan Marks based on analyzing billions of industry specific peer data points. 

  • How macro trends impacts planning 
  • Peer benchmarking to uncover new opportunities 
  • Data mining to prioritize high potential opportunities 
  • Understanding needs along the customer/member lifecycle  
  • How to grow loans with higher risk adjusted returns 
  • How to easily and quickly discover new data-driven opportunities for loan growth 

 Connect with Tim on LinkedIn 

Check out infusionmarketinggroup.com 

 

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