Just now back from Lowell, Massachusetts where I worked for Enterprise Bank. They have a yearly wellness day where they get their staff together, them the latest news about the bank and then they bring in a motivational speaker. Yippee! That’s me.

It was fun an funny. It was great to see the group laugh as we poked fun at everything from their founder to their recent (and impressive) awards to the way the stage was decorated.


But most of all we delivered a motivational message of appreciation and the joy to be found in delivering an outstanding customer experience.

Financial banking speaker? You betcha!

Looking for a motivational speaker for your event? Contact me here.

Brad Montgomery
Financial & Banking Speaker, Motivational Speaker, Fan of Enterprise Bank

Now, for those of you who prefer to read about motivational speakers as opposed to see the video, here is the transcript:

Speaker: It turned out to be great. Employees loved it. I suggest you look him up and take him up on speaking at your next event. Thank you.

Brad: What? What? Did I miss something? What did I miss? So here’s the deal. We’re going to talk today about connecting fun and **** with excellence and what I love about them is you already get that. Enterprise, you guys are experts at this. You know, fun place to work, whatever.

Jamie: Hi, I’m Jamie Gabriel. I work for Enterprise Bank. I’m the Senior Human Resources Manager and I just had the pleasure of working with Brad Montgomery on a all-employee meeting session. Brad was lively and engaging and of course, as you would have expected, humorous. His presentation was filled with excellent stories that people could take back and apply within their own life and he also brought in some of our own business challenges that we wanted to consider and he had some humor to those as well.

Next speaker: Well, we have two sessions that Brad’s speaking at. The morning session’s already happened, got a lot of great feedback. People loved it, lots of laughs and we are looking forward to his afternoon performance.

Jamie: We had two sessions, one in the morning and Brad’s presentation was all the buzz throughout the course of the day. So employees loved it, they felt energized and they left feeling like they could make a difference and be humorous in their own work environments.

Brad: What if I gave you a couple of specific ways to stay happy, to remind yourself to stay happy? Would that be helpful? Of course it would because we spend so much of our time at work. Doesn’t it make sense to invest some energy, some calories into making sure that time at work is fun? And the science backs us up. We know this. We know that if we are better, or we are having fun at work, we are better at work. We’re healthier, right? Wellness? We saw that. We’re healthier, we are better, we are more resilient. We’re everything we need to be. Customer experience is easier. I just dropped that customer experience in there because it’s in my contract, so.

Next speaker: Brad really had them laughing and his message hit home for our employees and Ö

Next speaker: Yes, actually, I would say Brad’s experience as a certified speaking professional, you can tell that he’s taken the time to get to know the company and you don’t always get that with other speakers. So I think this is probably one of the best ones we’ve had so far.

banking speakerI just got back form Richmond, Indiana (near Indianapolis, Indiana) where I spoke to the entire staff of First Bank Richmond.  They have been going through some tough times lately— and not just the general strife all of the banking industry is enduring.  They just updated some huge systems, and the process has been good but painful.  This group needed to come together as a team, celebrate their successes, and celebrate their conversion to this new complex software system.

(Check out the bribe below!)

It was a a hoot….check out a 1 minute sample:

Here’s my bribe: Hey First Bank Richmond folks!!!   What are you going to DO differently at work (and/or at home) based on our time together on Veterans Day?

I’d love to hear how you plan to “create stories” for your customers.  Sure, you probably can’t create an awesome customer service story for EVERY person who walks into your bank, but certainly you could create one awesome experience per day?

Personally, I think creating one story per day is a bit lame.   Can you do two?  Three?  Five?

And most importantly, how are you going to make the creation of these customer service stories fun for YOU?  (Remember, if it’s fun you’ll do it.  If it isn’t, you probably won’t.)  What systems or processes or rewards can you put in place so that these stories become part of your First Bank Richmond culture?

Use the comment form below to share your ideas and I’ll send you a gift.  No, not a pony, but still fun.

Thanks kids!

Do you need an outside speaker to help get your bank — or other organization — to where it needs to be? Go to the contact page now.

Brad Montgomery
Banking Speaker, Motivational Speaker, Fan of First Bank Richmond

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