Three ways to prepare next year’s business budget.

It’s budget time again for Alliance Bank, and I imagine it’s the same for many of you. Every business does their budget a little differently, and in a past blog, we discussed the importance of stress testing your budget. For this post, I’d like to share a few approaches to budgeting and business planning that[…]

How I Got So Smart – 5 Ways to Stay Smart in Business

(OK… fine… smart-ISH!) I don’t claim to be the smartest person in the world. But I do take great pride in my curiosity and ongoing pursuit of more information. I like to learn. I like new perspectives. And concepts that could help my clients and me in business. So I read a lot. It’s no[…]

meaningful client engagement

Are your clients engaged? 5 great ways to create meaningful client engagement.

(To find out, don’t look at their ring fingers. Look at your sales figures.) We talk a lot about the efficiency and operations of your company in this blog, but when you boil everything down, there’s only one thing that matters – YOUR CLIENTS. Because without them, your business doesn’t exist. And in today’s business[…]

A hire calling – Tips for improving your hiring process

One of the most frequent topics that comes up in my conversations with business owners and managers is the challenge of finding the right employee. Landing a great employee is tough, but for a lot of people I talk to they’re even struggling to find employees who will show up. Having had many conversations about[…]

Dude, where’s my bank? Are traditional banks going away?

It’s a good question. And for business owners it’s an important question as banks can be a very important partner. My short answer is – I don’t see the traditional “bank on the corner” going away any time soon. But I do think that the banking industry will continue to experience substantial structural changes that[…]

5 Ways to Ask Better Questions

Someone once told me that you’ll accomplish more by asking the right questions than having the right answers. Wait… what? It sounds counterintuitive, doesn’t it? So I thought about it. It’s true that nobody has all the answers; and many times when you think you have the right answer, you find you’re wrong, or there[…]

Leading Edge or Bleeding Edge of Technology?

I try to read as much as possible to keep up with the latest trends affecting banking, small business, and commercial real estate. One of the most prevalent themes in the articles, blog posts, books, and other headlines I run across is technology. Technology has become critical for small businesses to run and grow their[…]