change for banking

Jack Welch, the former CEO of GE, once said, “If the rate of change on the outside exceeds the rate of change on the inside, the end is near.” It’s no secret there is a lot of change in the air for the banking industry from new regulations, a marketplace being squeezed by a bevy […]

Three Reasons to Build a Successful Touch Program Have you ever called a prospect whom you met with 10 or 12 months prior only to discover that they already changed banks? Scratching your head, you remember the connection you had with that prospect. You wonder “why didn’t they call me, we had such a great […]

LinkedIn Tips

CPAs, real estate brokers, and customers are a great source of referrals, but LinkedIn is a powerful tool that can help you create more quality introductions. A lot more! For 17 years now of working with banks and bankers around the country.  One thing I’ve come to realize specifically about commercial lenders and relationship managers […]