Industry Spotlight: Breweries
Are you a beer aficionado? There’s no doubt that people in the U.S. enjoy knocking…
A 5-Minute Summary of The ABA Bank Marketing Conference
The annual ABA Bank Marketing Conference was held in New Orleans on Sept. 24–26…
Finding Opportunity in Small Business Transitions
As the Baby Boomers reach retirement age, you can expect to see more ownership…
A More Tailored Sales Approach for the Seasoned Banker
You’ve been a banker for years, working your way up in the ranks and gaining…
Identify Your Next Industry Niche? Go Where There’s Profits
In my January blog “5 Reasons Every Business Banker Should Have Industry Niches,” I…
Industry Spotlight: Calling on Law Offices
When I was a private banker in the late ‘90s in Wilmington, North Carolina, I found…
Why Bankers & FAs Need a “Wealth” of Industry Knowledge
As a private banker, you are tasked with understanding the “big picture” of your…
What I Learned at The Barlow Research Conference
Why Keeping Up with Your Banking Competition Keeps Getting Tougher
Become Your Clients’ “Mini-Economist” in 5 Minutes
When I was a banker calling on businesses, company owners frequently would ask me,…
Developing a Contact Strategy That Wins Over Business Owners
Having been a banker for 13 years and a relationship manager for five, I found that…
Vertical IQ is the Busy Branch Manager’s Life-Line
In March 2005, I was promoted to the branch manager position for one of the local…
5 Reasons Every Business Banker Should Have Industry Niches
Knowing a little bit about a lot of things increases your odds of winning at Trivia…