Banking Related Topics 
No More Cold Calling
APRIL 3, 2020
Neel Kashkari , president of the Federal Reserve Bank of Minnesota, was instrumental in the 2008 bank bailout. We got so accustomed to an upward growth curve, albeit with a few minor downturns, that we never thought we’d hear pundits say, “Things haven’t been this bad since the Great Depression.” History is a repetitive S.O.B.,
No More Cold Calling
MARCH 31, 2021
That includes my cousin who was one of few women in her law class in the early ’70s, and my mother, who graduated summa cum laude from Syracuse University in the late ‘30s with a finance degree, but still couldn’t get a bank job.
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No More Cold Calling
JANUARY 16, 2020
When I worked for a banking consulting firm, many clients told us that they didn’t need our credit training, as they were hiring experienced lenders. Within six months they came back to us, because they realized that every bank has a different way of doing a deal, spreading a cash flow statement, and assessing risk.
No More Cold Calling
MARCH 7, 2013
For a 2010 report from the Wharton School of Business, researchers Christophe Van den Bulte, Bernd Skiera, and Philipp Schmitt studied data that an anonymous German bank gathered on nearly 10,000 of its customers over 33 months. They found that referred customers generated 16 to 25 percent more value than non-referred customers.
No More Cold Calling
MARCH 2, 2017
My client, a community bank president, stays in touch with his peers, many of whom are competitors. Another bank might be in a position to better serve one of his clients. And ultimately, this bank president is looking for opportunities to buy other community banks in adjoining markets.
No More Cold Calling
NOVEMBER 26, 2013
They could be sending emails, texting, banking, or tweeting about their entrees. Not a bad idea, considering the now-typical behavior in restaurants. People don’t look at each other. They look down at their phones. What’s certain, however, is that they’re not focused on the human beings with whom they’ve arranged to spend time.
No More Cold Calling
AUGUST 16, 2012
We brainstormed options to train new people at the bank and also to reinforce referral sales skills for others on his team. He asked if I knew a colleague of his at another bank. The client, Jim, is a great connector and frequently invited me for coffee. Jim told me all about his colleague and offered the introduction.
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