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From Cold Caller to Outreach Specialist: Redefining a Role for the Modern Business Era
For decades, the image of the cold caller has been ingrained in business culture—an eager voice dialing down a list, bracing for rejection, and hoping to uncover the one prospect willing to listen. Cold calling was once the lifeblood of sales organizations, a high-volume, low-yield tactic that nonetheless drove pipelines. Today, however, the world has… Read more
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Overcoming Uncertainty and Doubt With Your Experienced Senior Relationship Manager
Introduction: The Financial Weight of Doubt Few decisions generate as much hesitation as the choice to switch banking providers or investment advisors. Unlike shopping for consumer goods or even selecting a healthcare provider, financial relationships carry a unique gravity. They involve trust, confidentiality, credit, and the stewardship of wealth that can span generations. Understandably, clients Read more
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Banking in the Stone Age: My Life as Fred Flintstone in a Modern Financial World
When people think of a banking relationship manager, they imagine sharp suits, polished meetings, and cutting-edge fintech tools. They don’t imagine Bedrock, brontosaurus construction equipment, or a car powered by two bare feet. Yet, my career in banking has often felt more like living in the Stone Age with Fred Flintstone than gliding through the… Read more
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Key Client Manager
A Key Client Manager is responsible for overseeing and nurturing relationships with the bank’s most valuable and strategically important clients. Read more
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Strategic Networker
My career in entertainment, private, and specialty banking and specialty finance has revolved around one defining skill: strategic networking. It has been my compass in navigating the complex landscape of client acquisition and management. Read more
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Value of an OG to Young Entrepreneurs
In today’s fast-paced, digital-first business environment, young executives often gravitate toward youthful, tech-savvy peers when building their teams. Yet, there’s untapped gold in the wisdom, experience, and networks of seasoned professional. Read more
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