Stewart Vickers, Author.  Highlights include:  first 10 seconds are key; cheat code; importance of an email list; YouTube analytics and YouTube sales funnel. Stewart shares his proven framework for YouTube

David Upbin, VP, MBA Education at MBA.  Highlights include:  ROI of Training; Training Investment = Better Retention; Executive coaching; Joining committees and College programs. David is the leader of the

Tom Finnegan, Principal and Author, STRATMOR Group.  Highlights include:  decline of bank mortgage share; risk and return of mortgage lending; needs-based discovery at branch; mortgage as a set of skills

Mike Seminari, Director of Customer Experience, STRATMOR Group.  Highlights include:  why you are not getting referrals; “liking” and testimonials are not enough; delighting is delivering the unexpected; 7 keys to

Suha Zehl CMB, Founder/Managing Director at Z Technology Solutions.  Highlights include:  implementing AI and fear problem; knowing what you don’t know; customer for life experience and emotional connection; “shiny new

James White, General Manager, Banking at Total Expert.  Highlights include:  data viewed as a liability not an asset; personalization is fundamental; crawl, walk and run; 4 key data points and

Greg Sayegh, Chief Strategy Officer/Co-Founder, InGenius. Highlights include:  what is leadership malpractice; if recruiting you “own” them; accountability is not micromanaging; 50% close 92% of sales and key goals in

Debra Killian, owner of CLOES.Online.  Highlight include:  communicate as soon as possible; most important mesh personality with customer; referral customers speak to immediately and offer options to customers.  Deb is

Pat interviewed Michael Hammond JD,CMT at NexLevel Advisors LLC.  Highlights include:  out of balance sales teams; failure to manage capacity; leveraging best practices; changing manager compensation models and training as