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Latest from the blogSuccessor Trustees – Are Your Employees Ready?
A successor trustee walks in to one of your branches or calls your service center. Maybe they’re an existing customer. Maybe they chose your bank because that’s where their recently deceased parent has his or her accounts. Either way, this is a terrific opportunity… and chances are high your employees aren’t ready for it. As […]Freebies to help you help successor trustees
For Internal use: This document covers some basics about living trust accounts. It’s in Word, ready for your changes: Be sure to add where people can find the form, as well as the instructions for customers. Those spots are highlighted in yellow. The footer shows how to contact me for customizing. You may want to […]How Your CRM is Secretly Driving You Crazy
I get a lot of requests for CRM recommendations, often from people who already have one. “Our CRM is driving us crazy,” they say, “Can you recommend one?” Well, I can’t give you a surefire recommendation – no one can – because the way you want and need to use CRM is unique. But I […]