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…