Podcasts
Listen to the latest podcasts from The Purposeful Banker.
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Read moreWinning 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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Read moreRiches 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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Read moreInterview 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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Read moreRethinking 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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Read moreWhat 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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Read moreThe 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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Read moreLessons 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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Read moreOnboarding 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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Read moreWinning 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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Read moreWhy 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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Read moreHow 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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Read moreHot 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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Read more6 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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Read moreHow 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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Read moreWhat'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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Read moreLasting 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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Read moreCritical 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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Read moreWhat 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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Read moreWhy 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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Read moreRethinking 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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