Conversations with Prospects: The First Step to Sales Success

By Jack Hubbard and Bob St. Meyer

St. Meyer & Hubbard, a consulting firm, has provided breakthrough training and ongoing coaching to more than a hundred banks and a quarter-million bankers, helping them generate more than $500 million in sales. Their website failed to capture the dynamic energy they bring to commercial banking at a time when bankers need all the energy they can muster just to stay competitive against brokerage firms, insurance companies, and so on.

Winans Kuenstler Publishing worked with them to develop a strategy for a series of books that would distill and protect from poaching the principles of successful prospecting and selling they have learned over an accumulated century of knowledge: their most valuable asset. The first book hit the ground running: the publication of it persuaded the prestigious American Banking Association Bank Marketing Journal to print an excerpt that they made the magazine's cover story for March 2008. We redesigned the web site to resonate with the cover of the first book and to re-brand the firm as a vibrant, optimistic consultancy whose mission is to help bankers catch up to the latest best practices.

Conversations with Prospects is the first in a series of books laying out the principles and tactics of successful sales management in the banking industry. St. Meyer & Hubbard, their consulting firm, has taught 120,000 bankers and worked with more than 100 banks to improve sales performance.

Co-author Jack Hubbard says: "My partner Bob St. Meyer and I knew we wanted to capture in book form our combined six decades of experience as financial services sales and marketing experts and consultants, but we had no idea where to start. Foster Winans and Walt Kuenstler made it easy for us to remain focused on our consulting practice.

"Foster conducted extensive interviews with us, our staff, some of our most-valued clients, and other thought leaders in our field. Walt simultaneously managed the concurrent redesign of our web site and helped us reshape the content so that our online presence was consistent with and supported the message and the brand we were communicating with the book.

"Foster also reworked the content into feature articles for two important trade journals in the banking field, and was responsible for negotiating a cover story in a national magazine aimed at our core audience of bank CEOs.

"We’ve received nothing but compliments on the writing as well as the content of 'Conversations with Prospects.' Prospects and clients alike have purchased multiple copies for colleagues and employees, the book has stimulated a wave of new leads and business relationships, and it has enhanced our intellectual capital and company equity far more than we ever could have imagined."


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