Are You Banker Ready?

Is there a difference between meeting with a bank and a banker? You’d better believe it; there is a huge difference! A bank is an institution, brick and mortar; even a staid set of rules and provisions that bank employees apply to the general public. Quite different...
E + R = O

E + R = O

Over the past year I have been exposed to new business ideas that have enhanced my ability to serve clients and has impacted how I go about life. Possibly my favorite new concept was learned from Jay Geier, Founder of The Scheduling Institute. Jay’s phrase...