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Sep 24, 2020

In this episode, we consider how to create relationships and engage all parties to your financial services. This applies to a couple, business partners, or even parents and their adult children in business together. Learn how to build a relationship with all parties to improve your service and preserve the...


Sep 17, 2020

In this episode, we focus on the regulators. What will they expect in order to demonstrate we are making 'prudent' judgments and identifying which borrowers or prospective borrowers are experiencing a 'short-term' setback rather than a complete melt-down? And what else are they paying attention to...and helping us with?...


Sep 10, 2020

How should bank strategy shift in the challenging pandemic landscape? Have boards and leadership gotten complacent during the best of times? And what changes are opportunity-focused rather than just challenge-focused?
  • Understand strategy versus tactics
  • Plan for growth even as you protect the bank
  • Revisit your risk...


Sep 3, 2020

Through helpful questions and an understanding of the opportunities that do exist, lenders can help business borrowers with their reopening strategy and, as importantly, to take off the blinders and see opportunities. Bill shares the balanced view successful business owners need to maintain now. We'll...


Aug 27, 2020

To understand the CRE drivers of default, where better to look than banks that failed in the Great Recession. We’ll run through ten recommendations from a CRE expert who went behind the scenes in banks slated for failure by the FDIC to (re)value their CRE portfolios.

 

Topics discussed in this episode:
 
2:45 The...