Problems selling a banking solution and what needs to change.

There are almost as many definitions of Relationship Manager as there are for ‘social media‘ or ‘sales enablement.’  The term used might be ’customer relationship manager’ or ‘business relationship manager’. Some RMs work with deals, some generate income. Some bring in new customers, some cross sell to existing clients. Some manage ‘new client onboarding’ whatever that means. And [...]

I live in a truly cool loft in downtown Austin. For weekends, I have a small farmhouse 20 miles away. I have a beautiful acre, 65 Live Oak trees, a small pond with varying numbers of fish (I seem to be feeding someone with these fish that seem to decrease in numbers regularly) and some frogs, [...]

For the past several months, I have been recording a series on Change Management, with StrategyDriven ezine, called Making Change Work. I’ve also published a lead article in The Systems Thinker titled: ‘Buy-In: A radical approach to change management’.
Please read, listen, and enjoy. While my work is often associated with ‘sales’, my decision facilitation model [...]

My friend Vanessa DiMauro (social media and decision making guru) had a nasty PC problem. As she attempted to resolve it, she wildly Twittered her frustration. She received this note:
“I hear you are having difficulty with your PC. Sounds like you’re having one of those frustrating technical problems. Are you looking for any tech support to help? I handle these [...]

I have a very unusual brain and experience the world differently than most. As a person with Non-Verbal Learning Disorder (NLD – a form of Aspgerger’s), I experience the world in systems. I listen for systems, hear people speak in systems, ask systems-based questions. Some folks find me obnoxious, some charming. Some find me smart/interesting. But certainly [...]