Sales, Revenue, and Deposit Acquisition
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A clear, actionable plan to close more deals and grow revenue.
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Strategies to build long-lasting client relationships, moving beyond price-based competition.
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Tools to identify and close gaps in your current approach, setting the stage for a strong, strategic focus in 2025.
What we do:
We work with leaders responsible for revenue growth, client experiences, and development of key talent. We know it can be difficult to balance these priorities. But we deliver a proven, repeatable system to engage your teams, connect with your clients, and improve your ability to increase revenue through the best experiences.
Net Interest Margin
What strategies are improving your net interest margin?
Behaviors vs Campaigns
Lifetime Value
How are you leading with value improving the profitability of clients?
Value vs Price
Alignment
What clients naturally align with your organization creating organic growth?
Connection vs Acquisition
Material Differences
We help you understand how to build levels of excellence in your core behaviors that actually contribute to your bottom line. Your clients deserve your best recommendations, and we help you consistently deliver the best solutions.
Focused Priority
We understand the market can be complicated. There is difficulty in building loyalty. We have a client relationship strategy that solves these issues and generates a roadmap for your team to be successful and build intentional client relationships.
Michelle Dahl
With over 20 years in financial services, I've helped organizations build growth strategies that leverage their unique strengths to stand out in the market and connect with your clients. My work has led to record-breaking results in revenue diversification, profitability growth, and client acquisition.
If you’re looking to enhance your organization’s performance—by increasing Return on Assets (ROA), improving margins, or developing top talent—I can help. I’ve implemented these approaches successfully with entrepreneurs, small business owners, along with national, regional, community banks, and credit unions.
Your clients need your services. My system guides teams to confidently deliver value without total reliance on price cuts or incentives, ensuring long-term success.
Schedule time with me today to discuss your organizational challenges.
Schedule Today
I'm here to help you deliver better client experiences through improved performance of your teams.
Schedule with MichelleClient Relationship Strategy
Learn more about our program, connect with us today.
