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United States

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English

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(980) 297-7100


Episodes

Talking Swaps Stats With Chatham Financial

4/23/2018
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Jim Young and Dallas Wells sit down with Jimmy O'Boyle of Chatham Financial to talk swaps. You'll learn about the 2017 benchmark stats tracked by the Trading Desk, and what they mean for commercial banks. Interested in hanging out with Chatham during their Swaps Tailgate at the BankOnPurpose Conference? You can register here! https://info.chathamfinancial.com/Event-SwapsTailgateBankOnPurpose2018_Registration.html https://www.chathamfinancial.com/

Duration:00:26:46

The Default Settings That Can Help Your Commercial Bank

4/16/2018
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Jim Young and Dallas Wells discuss why default settings matter at your bank and how your default settings can either hinder or help you. "We know that the default settings determine the behavior of the group. Organ donation, 401k allocations, the typeface on our word processor--the way it's set to act if we don't override it is often the way we act. Because often, we decide it's not worth the effort to change the setting today." - Seth...

Duration:00:16:54

Is Your Bank Ready For CECL?

4/9/2018
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Jim Young sits down with Rollie Tillman, Managing Director at PrecisionLender, and David Andrukonis, Director at RiskSpan. They discuss what CECL means for banks and how you can best prepare for it. Learn more about RiskSpan here: https://riskspan.com/

Duration:00:28:28

Rates are Rising! So What Should Your Commercial Bank Do?

4/2/2018
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In this episode, Jim and Dallas discuss rising interest rates. You'll come away with a clear understanding of the different ways rising rates will affect your bank and how you should adjust your tactics accordingly.

Duration:00:22:37

Improving Pull-Through Rates With Better Tactics and Better Tech

3/26/2018
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We've seen that our clients have very high pull-through rates, which piqued our interest. What are they doing to be so successful? Jim and Dallas discuss insightful and interesting tactics to help you improve your pull-through rates in this episode of the Purposeful Banker.

Duration:00:19:51

What's Your Reason for Sticking With Old Banking Technology?

3/19/2018
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How old is your banking technology? Jim and Dallas discuss reasons why your bank might hold on to old technology in today's technology forward world and how you can begin to replace the old with the new with as little risk as possible.

Duration:00:24:28

For Commercial Banks, Complacency Is Not An Option

3/12/2018
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Jim and Dallas chat about the ramifications of being a complacent commercial bank. You'll learn why you shouldn't keep kicking the tires on digital transformation, what it means to be a passive bank, and where pricing fits in with all of this.

Duration:00:13:06

Lessons Learned From Innovation Projects Gone Awry

3/5/2018
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If you're looking to implement technology within your bank, this is the episode to listen to. Dallas shares lessons he's learned from bank technology implementation projects that didn't quite go as he'd planned.

Duration:00:26:32

Why Don't Customers Trust Their Banks?

2/26/2018
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Maria Abbe, Content Manager at PrecisionLender, sits down with Katharine Briggs, EVP of Client Success, to discuss why the financial services industry is the least trusted industry, according to the most recent Edelman Trust Monitor. They dive into possible reasons why this may be and how banks can earn back the title of trust they rightly deserve.

Duration:00:17:14

Is Your Bank on a CRE Treadmill?

2/19/2018
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"Community and regional banks have developed a dangerous reliance on commercial real estate (CRE) lending that is not sustainable. This CRE treadmill is dangerous, and banks must decide how they intend to get off it." Jim Young and Dallas Wells discuss how your bank can get off the CRE treadmill and diversify its growth. Join us on April 25th - 27th for the third annual BankOnPurpose Conference in Austin, TX. Use promo code 'podcast18' for 10% off your registration....

Duration:00:14:33

Pricing with Prime vs. Pricing with LIBOR

2/12/2018
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Listen as Joel Rosenberg, SVP of Delivery & Client Success at PrecisionLender, walks us through the simulations he did to answer the question: Should I price with Prime or LIBOR? Join us on April 25th - 27th for the third annual BankOnPurpose Conference in Austin, TX. Use promo code 'podcast18' for 10% off your registration. www.bankonpurpose.com

Duration:00:15:07

Commercial Banks: Set Your Strategy, Target Your Customers, Then Execute

2/5/2018
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Jim Young chats with Jeff Marsico, EVP at The Kafafian Group and writer of the blog, Jeff for Banks, on the importance of defining who your customers are and building a strategy to target them. http://jeff-for-banks.blogspot.com/ http://kafafiangroup.com/ Join us on April 25th - 27th for the third annual BankOnPurpose Conference in Austin, TX. Use promo code 'podcast18' for 10% off your registration. www.bankonpurpose.com

Duration:00:20:35

Repricing and Refinancing a Lucrative Deal

1/29/2018
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If it's lucrative, the competition is going to want it and they're going to have the ammunition to go after it. In this episode, Jim Young sits down with George Neal to discuss why you would want reprice your best deal.

Duration:00:15:33

Laggards Lose in Today's Banking Landscape

1/22/2018
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If you're not leading in today's banking industry, you're losing. There's no longer such a thing as a "fast follower." Jim Young and Dallas Wells discuss the need to lead in today's banking industry, a conversation based off of the article by JP Nicols, managing director at FinTech Forge and BankOnPurpose 2017 speaker, entitled "Leaders, Learners, and Laggards."

Duration:00:17:47

Using Service Design to Wow and Win Customers

1/15/2018
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"The customer is always right if it's the right customer for you." In this episode, Jim Young sits down with Tom Stewart and Patricia O'Connell, authors of the book "Woo, Wow, and Win," as they share the concept behind service design and how you can use it to better serve your customers.

Duration:00:28:15

How Will The Tax Cuts Affect Your Bank?

1/8/2018
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Jim Young and Rollie Tillman, Managing Director at PrecisionLender, discuss how the tax cuts will affect banks.

Duration:00:15:37

Is A Performance Plan In Your Future? (REBROADCAST)

1/1/2018
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This podcast episode originally aired on July 31, 2017. To find the links mentioned in this episode, head over to the podcast page in our Resource Center: https://explore.precisionlender.com/podcasts/is-a-performance-plan-in-your-future. Struggling to develop new business and match your previous sales performances? There may be several reasons why you're not on your A-game anymore. In this episode, Jim Young chats with Ned Miller, SVP at MZ Bierly Consulting, about the reasons why some...

Duration:00:23:31

How To Avoid Originating A Bad Loan (REBROADCAST)

12/25/2017
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This episode was originally published on June 12, 2017. You can check out the links mentioned in the show by heading over to the page in our resource hub: https://explore.precisionlender.com/podcasts/how-to-avoid-originating-a-bad-loan. With experience in a money center bank, at a large asset manager, in specialty finance, and having underwritten billions of dollars in commercial real estate loans, Katharine Briggs joins us to talk about how to avoid originating a bad loan. She shares...

Duration:00:19:07

Attracting and Building A Rock-Solid Team

12/18/2017
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In this podcast, we're joined by Mikey Trafton, serial entrepreneur and expert in building high performance teams with amazing cultures. Mikey was a speaker at the first annual BankOnPurpose Conference in 2016. He's continuing the conversation by sharing how to attract the best talent, how to interview, and how to build a team that's a solid culture fit and incredibly productive.

Duration:00:24:26

Group Brainstorms At Your Bank? Bad Idea.

12/11/2017
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Group brainstorms are supposed to be an effective way to bring everyone's voices to the table and spark some great new ideas, right? Not so much. Jim and Dallas discuss why group brainstorms can harm your team's productivity level and how to structure meetings and team communication in a more efficient and effective way.

Duration:00:18:21

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