How to stay connected while working far apart

Intentionality is the key to maintaining your relationships. Schedule a set date and time each month for a one-on-one meeting. Set an agenda to make sure important topics such as high payoff activities, behavioral and business goals are discussed. Consider these meetings non-negotiable and do not get in the habit of rescheduling, as this sends your team member the wrong message. [Continue]

Include all internal experts when launching new products

How exciting is it to roll out a new client offering? It is like that new car smell and getting the new iPhone folded into one! The anticipation of how “the product” will grow deposits, increase non-interest income and reduce expenses can be intoxicating. But how often is excitement (or even formal communication) about a new product offering spread throughout the entire organization effectively prior to launch? [Continue]

Think before you hit ‘send’

We have all been there. A board reporting deadline looms and you are waiting on “Jacob” to provide his quarterly charge-off numbers. You are down to the wire and send him a quick email asking for an update. Within seconds, you receive an “out of office” message stating he will be gone through the end of the week. WHAT?  [Continue]