Jan 27, 2026
“As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.” – John F. Kennedy. Recently, I have been working with several banks across the US. In Step 2 of my sales process, I teach how to authentically and organically build rapport with clients...
Jan 20, 2026
“Good marketers see consumers as complete human beings with all the dimensions real people have.” – Jonah Sachs
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In this episode, my friend and bestselling author Lori Turner-Wilson breaks down why authority is built around people—not faceless brands—and how bankers can leverage a...
Jan 13, 2026
“Excellence happens when you try, each day, to both do and be a little better than you were yesterday.” – Pat Riley
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I’m excited to discuss our topic today on how to keep selling human while scaling AI across the funnel. We can get a little better each day, quickly now that we have AI...
Jan 6, 2026
“Sales is an outcome, not a goal. It’s a function of doing numerous things right.” – Jill Konrath
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I love how this quote blends the dynamics of selling through service with AI to personalize our approach to meeting clients’ needs more quickly and with greater precision.
When I...