New Listener Resource Guide

Community Bank Value™ Playbook

 

Start Here — A Quiet Orientation for New Listeners

If you’re new to the Community Bank Value™ Playbook, this guide will help you get oriented — quickly and discreetly.

It’s designed for community bank CEOs and directors who want clarity around strategic positioning, value, timing, and optionality — without signaling intent, creating pressure, or starting conversations they’re not ready to have.

This is not a sales funnel.
It’s simply an orientation tool — nothing more.

Who This Guide Is For

The New Listener Resource Guide is a concise companion to Season One of the Community Bank Value™ Playbook.

It gives you:

  • A clear roadmap of the foundational episodes

  • Context for how the ideas fit together

  • Quiet ways to engage with the material — entirely on your terms

  • Access to optional tools — if and when you decide they’re useful

You can read it in under ten minutes.
And refer back to it whenever you need.

What's Inside the Guide

 

1. How the Playbook Is Structured

You’ll see how Season One is intentionally sequenced — from:

  • Strategic position

  • To value creation

  • To timing and leverage

  • To leadership, legacy, and decision-making

So each episode builds on the last, without requiring you to “keep up” or rush ahead.


2. Recommended Starting Points

Whether you plan to listen sequentially or selectively, the guide shows you:

  • Where to begin

  • Which episodes answer which questions

  • How to revisit topics when circumstances change

No guessing.
No binge pressure.


3. Optional Resources

The guide also introduces two optional resources:

  • The Strategic Readiness Score
    A brief diagnostic to help you assess where your bank stands today — discreetly and without obligation.

  • Future Community Bank Value™ Resources (as they're introduced)
    As new tools and frameworks are introduced over time, the guide will be updated so you always know what’s available — and what isn’t relevant yet.

Nothing is required.
Nothing is time-sensitive.

What This Guide Is Not

Let’s be clear about what this is not.

This guide is not:

  • A signal that you’re considering a transaction

  • A commitment to anything

  • A marketing sequence

  • A way for someone to “keep tabs” on your bank

It exists for one reason:

To give thoughtful bank leaders a safe starting point.

About Updates & Privacy

This guide is treated as a living document.

From time to time, updated versions will be released as new episodes, tools, or frameworks are added.

If you choose to receive the guide:

  • Your information is used only to deliver updated versions of this guide — nothing else

  • You will not be added to marketing or promotional lists

  • You choose if and when to engage further

You stay in control.

Get the New Listener Resource Guide

 

Enter your name and email to receive the guide — and future updates — directly.

No pressure.
No sales emails.
Just orientation and clarity.