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
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
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
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.
