Adapter’s Advantage Podcast: Episode 12 Featuring Dustin Megill
Welcome to The Adapter’s Advantage: Breakthrough Moments that Lead to Success. In this episode, learning and development specialist Dustin Megill discusses how the wealth management and retail banking industry is changing. Learn how you can pivot to build your brand and bring in new business.
Dustin has almost twenty years of experience in the banking industry for premier organizations including Comerica, Bank of America, and Prudential Financial. He’s skilled in Sales, Customer Relationship Management (CRM), Team Building, Management, and Wealth Management.
Throughout his career, Dustin has trained, inspired, and set up colleagues for future success. His specific focus is training to ensure compliance with applicable federal, state and local laws and regulations, and company policies and procedures. He also specializes in sales and service training to help colleagues provide remarkable customer service.
Smartphone apps have disrupted wealth management and retail banking. Even before the pandemic, getting in front of the customer was challenging. Listen to this episode to hear Dustin share tactics for making a personal impact and connecting with clients who don’t come into the bank, the importance of centers of influence, and how he used technology to turn around his branch.
Episode 12: Embracing an Agile Mindset | Dustin Megill
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“When you have technology advancing as quickly as it is, we need to be agile. The COVID-19 world we live in right now proves it. If you aren’t agile, you’re going to get washed away.” — Dustin Megill
From This Episode
Host Mark Magnacca: “What has been your experience about helping the team provide remarkable customer service when people aren’t coming into the branch?”
Dustin Megill: “That’s the $50 million question, right? How do you figure out how to make a personal impact on somebody without having a personal connection or touch point, especially in the COVID environment? I think that is now moving to social media, LinkedIn, and even Facebook. It’s sharing articles and being that presence, offering assistance, and creating that brand. If you get to the point where somebody has a need, they remember you as that person who will come in and provide assistance.
“Nowadays, with the video aspect of things, you’re trying to find ways to make that personal connection through Zoom or assisting above and beyond what is called a view. The challenge right now is that banking itself has been leading up that way. I should even say our society in general has been leading up that way in terms of social distancing, but at the same time being connected through electronics. COVID-19 accelerated that quite a bit.
“Human beings still enjoy that personal touch. How are you providing that? How are you going to be able to be that touch point where they remember you in a time of need?
About Adapter’s Advantage
Our podcast features leaders from sales, training, and industry who share their personal journeys of transformation and how they are adapting to an ever-changing environment. As your host, I’ll introduce you to some of the most interesting and inspiring people I’ve met over the last twenty years.
The conversations dive into the ups and downs of my guests’ journeys. We focus on inflection points—the aha moments that, in retrospect, had a critical impact on their success. These interviews will leave you with practical, real-world advice that you can apply to your life.
Our world is in constant change. This podcast helps sales training, enablement, or learning and development professionals gain valuable insights to help themselves and their organizations adapt to this time of tremendous upheaval.
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