Mar 18, 2021

In this episode, we will help you identify a borrower in crisis. Do they know they are in crisis? What stage are they in? Where are they stuck? How can you help them get unstuck?

You can use this diagnostic approach for loan prospects as well. And if a prospect is stuck in Stage 1 or 2, perhaps this is not the best time...

Mar 4, 2021

What are (or should) our most successful business clients be considering now to solidify their successful transition ...or to recover ... from the challenges of the pandemic recession. In this episode, we provide you three Key Strategy Questions that will unlock insights to 'getting it right' when it comes to financial...