Monthly Archives: January 2018

Relationship Management: Take a deep breath and reevaluate

Banking, like any other client-forward industry, is both extremely easy and complex. Though dated, the 3-5-3 rule (“take it in at 3%, lend it out at 5%, be on the golf course at 3”) does have a grain of truth in it. My inability to correct the slice in my swing aside, the math is… Read more

5 Realistic Questions Community Banks Need to Ask for the New Year

At the risk of throwing one more “Top 5 for 2018” blog post on to your feed, let me explain my reasoning. Before a bank (or any enterprise for that matter) can embrace any sort of cultural change, they must first identify honestly who they are, who they are not, the things they do well,… Read more