Transformotion

  • Transformotion in a Box

    Transformotion box teaser winter copy 2 Introducing TRANSFORMOTION™ in a Box, our subscription-based program designed to take your brain off its leash and let it expand in new ways.

     VIDEOS         MEDIA

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  • Testimonials + Press

    TRANSFORMOTION™ Testimonials


    "Transformotion Treat - The month with fortune cookies was particularly fun and I think I spaced that special treat out for many weeks and it seemed that the little fortune was saying exactly what I needed at that moment. One not so fun night I popped one open to read, 'Life is not a matter of holding good cards, but sometimes, playing a poor hand well.' Often that is exactly where we sit as an entrepreneur." Angel Zimmerman, Entrepreneur and Law Office Managing Partner 


    "The exercises you put us through generated GREAT IDEAS and lots of laughter and bonding as an organization of women entrepreneurs! I am excited with what I'm using already!!!" —Nancy Harms, Manager, Findables

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  • see TRANSFORMOTION™ in action

    TRANSFORMOTION™ Video gallery

    Watch our demo videos to learn more about what's in our subscription box and concrete ways that TRANSFORMOTION™ can help you innovate in your organization. 




     VIEW OUR VIDEO PLAYLIST

    You can watch more videos about TRANSFORMOTION™ on our YouTube channel. Please subscribe to our channel to keep up with the latest news and recieve tips for better problem solving. 

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Latest News

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Branding Blog

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Financial Blog

  • What Dale Carnegie and Beyoncé can teach bankers about relationships

    saymyname MB PilandAlmost every community bank will boast that they know their customers by their names. But do you really?

    And do you teach your bankers to go further than just recognizing familiar faces and say customers' names out loud? It might be a little old school - and it will be music to their ears.

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  • I make a mistake, I pay. You make a mistake, I pay?!

    tarnished pennies brandI talk about banking with a lot of people. So last month, someone told me about accidentally hitting “submit” on an ACH twice. Fortunately, a banker called right away to inquire about whether it was a duplicate and got it reversed. There was a $30+ charge for that fix, but it saved some money and hassle in the long run.

    Now, compare that to an accident the bank made on this same company’s credit card accounts.

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  • Better business development starts with heartburn

    antacids for brand heartburnWhen a business development team gets charged up and ready to call on prospects, they’re often so eager to talk, they forget to find out about what’s keeping the prospect up at night.

    Leading with what you have to offer is wasting that precious appointment you finally booked. Start with your prospect's pain and you'll have a much more productive conversation.

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  • How to pay more than lip service to your brand

    lip service for your financial brandMany financial institutions struggle with differentiating themselves in this commodity-mindset industry. “We need a new slogan,” they say. And, “let’s talk about our great service.”

    Service is not a position and you’ve got to pay more than lip service to your brand.

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  • Do not write my name on my clothes: and other things you do for your convenience, not mine

    bad tag for business processesIt’s been a while, but I’m still fuming about the dry cleaner who wrote my name inside my clothes. With a Sharpie. Really!? This isn’t summer camp and I’m not 8 years old.

    While this happened months ago, I’m still dismayed.

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  • Don't leave employees (and customers) in the dark

    open door webEveryone is busy. Like many high-performing employees, your people may be running as fast as they can. The problem: somewhere along the line, they’ve been taught to mind their own book of business, not the business of the entire bank. They're in the dark.

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  • Stop calling on the usual suspects for your advisory board

    Casablanca title 2Lots of community banks have an advisory board of 8-10 local movers and shakers. Some of these boards have diverse representation. Unfortunately, many are filled the usual suspects. If you want to stand the test of time, you must attract and retain the next generation of movers and shakers.

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  • What tourist-y restaurants can teach banks about being sticky

    Wet naps for sticky brandsI was a tourist in Branson, MO recently and as to be expected, had some sub-par experiences in the crowded restaurants. Many seemed perfectly happy offering mediocre food and sticky seats. They know I probably won’t be back, because some other stranger will take my place. They're just in it for today's dollar.

    On the flip side, you actually want stickiness in your institution. You're in it for today's and tomorrow's dollars.

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  • Bankers: how excellent service devalues your brand

    dollar devalued brand mb piland croppedI recently asked a variety of C-level people how often they were called on by a banker trying to get their business. I heard one thing that surprised me—and it’s not what you think.

    Several said they don’t really need a loan, so they weren’t that interested in talking to a banker. Wait. What?!

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