Dangers of Not Building a Banking *Relationship*

Our guest today shares the dangers of not having an actual ongoing relationship with your banker, and how to find the right banker, build your relationships with them, and the options this gives you when you run into the inevitable emergencies and problems in running your business.

 

Trey Weatherill is a VP & Senior Relationship Manager at American Business Bank (www.AmericanBB.bank), a Southern California bank for private, closely held, medium sized businesses with revenues typically between $10-$200M.

Trey explains how to use your network, test out different potential bankers, and find the right banking relationship. He explains what to do if your business is on the smaller side and you’re worried you may not be able to get a banker’s attention, what to do when your banker leaves your bank, and the tradeoffs between working with one of the big banks versus a local or regional bank.

Using a Coach for Strategic Growth

Our guest today, a probate litigator with a national firm, shares what he’s gained from using a coach (Strategic Coach) to grow his business and improve his life.

Scott Rahn is the managing partner of a RMO LLP (www.RMOLawyers.com), a trust, estate, and probate litigation firm in California, Florida, Texas, Missouri, and Kansas.

He shares about his experiences with his grandmother, how he got into probate litigation, how he uses values and vision to nationally scale a practice that is incredibly situation and state-specific, what he’s learned from Strategic Coach (founded by Dan Sullivan), and what he’s done differently because of it.

Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast…, wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.

 

How to Do More With What You Already Have

 

You need to accomplish a lot in your business but you have limited time, limited money, and a limited number of team members. How do you do more with less? Our guest in this episode, Adi Klevit, answers this question.

Adi is the founder and CEO of Business Success Consulting Group (www.BizSuccessCG.com), a team of business process consultants who help organizations create and implement processes that are “followed by all” through systems and automations.

Adi explains when you need to be realistic about where you are and not over-hire, overspen, or add too many technology solutions without being tethered to a cohesive strategy and your true financial and place in your own business evolution. She explains how to use relatively low cost automations and processes to do much more with very few resources.

Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast…, wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.