Podcasts

Listen to the latest podcasts from The Purposeful Banker.

  • Winning Tactics of Top RMs: Scaling Best Behaviors

    Winning Tactics of Top RMs: Scaling Best Behaviors

    How do you tap into the value of your top RM's behaviors? What should you measure? How do you do measure it? How do you scale that knowledge? Gita Thollesson answers these questions on the podcast.

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  • Riches in the Niches: The Case for Commercial RM Specialization

    Riches in the Niches: The Case for Commercial RM Specialization

    Greg Martin, a business services officer for BB&T, shares his approach to developing his commercial book. He makes the case for pursuing industry specialization to find "the riches in the niches."

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  • Interview with 11:FS Bank Innovator Leda Glyptis

    Interview with 11:FS Bank Innovator Leda Glyptis

    11:FS chief of staff Leda Glyptis talks about how commercial banks should balance innovation and risk, where banks have gotten their innovation efforts wrong, and where there's hope for the future.

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  • Rethinking How to Price Commercial Renewals

    Rethinking How to Price Commercial Renewals

    Gita Thollesson returns to the podcast to talk about her latest report, on pricing commercial renewals. She shares where commercial banks are falling short, but also highlights a few success stories.

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  • What Commercial Bankers Should Do When Clients Test Them On Price

    What Commercial Bankers Should Do When Clients Test Them On Price

    How should bankers handle those moments when their clients "test" them on their deal price? Are there ways to avoid that moment? Or, if it's inevitable, to actually benefit from it?

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  • More deals, wider spreads, less risk

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  • The Fierce Battle for Deposits: Who's Winning and Why

    The Fierce Battle for Deposits: Who's Winning and Why

    Commercial banks have "attracting deposits" at the top of their priority lists this year. Which banks are faring the best in this battle? And what are they doing to stay ahead of the competition?

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  • Lessons From a Cautionary Small Bank Tale

    Lessons From a Cautionary Small Bank Tale

    What can community banks learn from the demise of the National Bank of Delaware County? What mistakes should they avoid? What are the areas where they can continue to compete and win?

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  • Onboarding Tales: Lessons for Banks Bringing on New Customers

    Onboarding Tales: Lessons for Banks Bringing on New Customers

    We share stories of onboarding experiences gone awry and discuss the lessons banks can learn from them. We also share tips on ways banks can get it right, right from the start.

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  • Winning Tactics of Top RMs: Performance-Based Pricing

    Winning Tactics of Top RMs: Performance-Based Pricing

    Gita Thollesson, SVP for Client Success and Market Insights at PrecisionLender, discusses another tactic used by the best commercial RMs: performance-based pricing, aka grid pricing.

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  • Why Your Bank's CRM Is Failing

    Why Your Bank's CRM Is Failing

    Lot of banks have implemented or are in the midst of implementing CRMs. But many of those banks aren't getting the most out of their CRMs. What's causing the problem? And how can banks fix it?

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  • How Does Your Commercial Bank "Coach"?

    How Does Your Commercial Bank "Coach"?

    "Coaching" is becoming a very important topic for commercial banks. What does "coaching" mean? Where can it provide an impact, and what role does tech play in it?

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  • Hot Topics from Small Biz: Banking Conference

    Hot Topics from Small Biz: Banking Conference

    Tim Shanahan recaps the main talking points from Small Biz: Banking Conference: Finding bankers who can sell; building your bank's tech stack; fintech partnerships; and a potential credit turn.

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  • 6 Lessons Banks Can Learn From NBKC

    6 Lessons Banks Can Learn From NBKC

    NBKC is a community bank that is not only surviving, it's thriving - growing its lending business into new markets. What are some of the lessons other bank's can take from NBKC's success?

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  • How Banks Can "Uberize" Deposit Pricing

    How Banks Can "Uberize" Deposit Pricing

    What deposit strategies and tactics should banks be employing in a rising rates environment? And what lessons can Uber offer on how to attract and retain properly priced deposits?

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  • What's Driving Value at Banks?

    What's Driving Value at Banks?

    Banks measure all sorts of key performance indicators. Jeff Marsico of The Kafafian Group explains which metrics show the strongest connection to how financial institutions are valued.

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  • Lasting Impressions From the BankAI Conference

    Lasting Impressions From the BankAI Conference

    Why are bankers talking about Iron Man suits? Is AI in banking more than a retail story? Will automation actually create jobs? George Neal shares his last impressions from the BankAI Conference.

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  • Critical Conversations Bank Boards Are Having

    Critical Conversations Bank Boards Are Having

    What are bank leaders saying about important topics such as: tech investment, how banks can deliver value, competition among community banks, and alternative growth strategies?

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  • What a 1968 Computer Demo Can Teach Bankers

    What a 1968 Computer Demo Can Teach Bankers

    Doug Engelbart's 1968 computer demo was hugely influential for the tech industry, but its aftermath provides lessons that bankers should also heed.

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  • Why Is Your Bank Innovating?

    Why Is Your Bank Innovating?

    Everyone at your bank is on the innovation train, but is it bound for the right destination? Learn why the best banks innovate with to add customers, rather the cut costs.

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  • Rethinking What Commercial Banks Measure

    Rethinking What Commercial Banks Measure

    Gathering information is a science. Filtering out noise is an art. To best serve their customers, commercial banks need to find the right balance between the two.

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