Create Operating Discipline at Your Bank

Bankers have made great strides in developing the strategies to succeed over the long-term, analyzing the customers that most value their strategic direction, and gaining the buy-in from their Boards […]

A Bank Consultant Is a Road Warrior: So Here Are My 3 Driving Pet Peeves!

February 28, 2018 | Jeff For Banks

To the followers that spend a lot of time in your car, I’m with you! Most times it can be a relaxing time to listen to podcasts, sports, or relaxing […]

Bank Lending: Shifting Emphasis from CRE to C&I

October 11, 2017 | Jeff For Banks

Although bank commercial real estate (CRE) lending has been more profitable than commercial and industrial (C&I or Business Loans), both now AND immediately after the financial crisis, regulatory CRE guidelines […]

Bankers: Bring On The Change

September 23, 2016 | Jeff For Banks

On the shores of the Ammonoosuc River, alongside the hotel where the famous Bretton Woods conference took place in 1944, I talk about the onslaught of change that has recently […]

vBlog: How to break down organizational silos in financial institutions

October 10, 2014 | Jeff For Banks

There are a number of challenges that nearly every financial institution faces, in my experience. Regulatory over-reach, check. Compliance woes. Got it. Branch under-utilization. Ditto.  One such omnipresent challenge is […]

vBlog: Bankers… What’s Your Criteria for Your CEO Search?

August 16, 2014 | Jeff For Banks

Bankers and Credit Union executives and Board members, be careful when limiting your choices for your next leaders. Because you might get what you asked for. What traits and experience […]