Thursday, November 26, 2009 VOLUME 4 ISSUE 1  

Deposit Checklist for Sales Managers
Assessing Your Performance

How are you doing in leading your sales team in pursuit of low-cost business deposits? Take this quick assessment and find out.
[FULL STORY]
 

Small Business Research
J.D. Power's 2008 Survey
by Ned Miller

So can small business bankers learn anything from the same guys who know what car owners think about quality? Put your seat belts on...
[FULL STORY]
 

The Recognition Gap
Tips for Sales Leaders

Here’s a sobering statistic: 65% of Americans received no recognition for good work in the last 12 months. Rather than relying on pollsters, though, ask yourself what percentage of your team you recognized in some way in 2008.
[FULL STORY]
 

Exit Strategies
Live Webinar January 26 at 11 AM Eastern
http://mzbierlyconsulting.webex.com

John Barlow of Barlow Research said at a recent conference that in the next five years, one in four business owners plans to change company ownership. "Plans to sell the business to a family member or to merge with a third party will require a team of advisors," Barlow said. "Bankers are often left out of this inner circle."
[FULL STORY]
 

Upcoming Live Webinars
New 2009 Topics

3/2 Prospecting Deposit-Rich Businesses 3/23 Leading Sales Teams for Deposit Growth: Defining the Sales Process 4/6 Targeted Prospecting Without Cold Calling--Part 1 (Offered by the Graduate School of Banking—www.gsb.org)
[FULL STORY]
 

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CONTENTS
Deposit Checklist for Sales Managers
Small Business Research
The Recognition Gap
Exit Strategies
Upcoming Live Webinars
About MZ BIERLY CONSULTING
2009 Deposit Goals
Do all your business and commercial bankers have specific deposit goals for 2009?

Yes

No

Not sure

If yes, compared to the 2009 loan goals, are the deposit goals...

Weighted more heavily than loans?

Weighted the same as loans?

Weighted less than loans?

Not sure about weighting

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