Its May...

Can you believe it? Its May!

May marks the true Spring into Summer connection.  The spring weather is heating up (shout out to our friends in Arkansas, Mississippi and Tennessee to be safe!!) and the weather can be unpredictable.  You know that summer is coming and we just have to be patient and wait for it.

However, you SHOULD NOT be patient and wait for customers to heat up, be predictable, and come to you.  With the Move Your Money action is full force...even it is not visibly active in your market...it IS in your market!  People are reconsidering their relationships and you have to put yourself on the "radar screen" of your marketplace.

Three tactical actions for you to do THIS WEEK:

1. Segment your top customers into three categories (in person, phone, mail) of contact you should implement in May and reach out to each!
2. Provide a list to each banking office of 100 prospective new HHs
3. Review your progress toward your 12/31 organizational goals

Take inventory of your position and make the small changes needed to realign your progress with the goals, in anticipation of your June 30 mid-year review.

The key?  Plan, review, plan, review...and implement in each interim step.  Remember, the key is the alignment between the plan and implementation with the results!

Cheers!

Bruce