Aldonna Ambler is a growth strategist and a friend of mine. She has a background in venture capital and in starting and growing multiple businesses. She works with community banks among other client niches. She
Here is a business resource for you. Use it:to understand business growth strategies better so you canhave more helpful conversations with business borrowers better assess their growth strategies...will their plan work?strengthen your relationshipas a good
While business lenders are well advised to be careful giving advice, you also play an important role in the brainstorming process when talking with your borrowers. Developing your business know-how helps when meeting with:a prospective
SHORT ANSWER in case you cannot read the entire post: Meet with you small business borrowers for a new needs assessment Visit at least 3.3 times each year Understand their business Demonstrate that you understand
I just updated my SlideShare Presentation. If you sign-up for SlideShare, you can even nominate it for the SlideShare Zietgeist 2009 Community Awards. Green Legos, Six Ns and a Map to Tax Return Analysis Take
I'll be presenting a webinar for the Credit Union Executive Society. If you are a CU lender or lending manager...plan to attend. (If not, scroll to the end of this post). From Taxable Income to
Okay, the financial pundits at the Huffington Post are fed up with Wall Street and big banks. There is a fascinating move afoot to, well, vote with our feet. Or I should say, with our
I interact with a lot of lenders...between 20 and 100 each month...in the training sessions on 'Tax Return Analysis in a Tough Lending Environment [tm]'. Two weeks ago a lender in class asked: "Which sectors
When a business is sold and the seller carries back a note, what happens when the buyer does not pay? And if the business assets are collateral for that note but the former owner accepted
I'll be presenting this webinar on December 15th for CUES (Credit Union Executive Society). The subject matter will be helpful for credit union and bank lending managers.Do a gut-check and make sure that as the
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