Successful Independent Consulting
MAY 31, 2018
Yet my bank account says I’m a millionaire. If I see money in my bank account, even if it’s my savings account, I get looser with my spending. Knowing this and knowing that four times a year I had to make big tax payments, I set up a “sweep account” with an online bank, not my day-to-day bank. How did I do this?
Tsavo Neal
MARCH 7, 2018
Jim McCraigh has been an in-demand consultant, coach, and mentor for over 30 years after enjoying a successful banking and corporate career. Kennedy University in addition to having presented over 250 other seminars, workshops, and webinars. Links Mentioned: Informational Interviewing .
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Martinka Consulting
MAY 21, 2020
Like a lot of you I’ve been on more webinars the last six weeks than I usually go on in six months to a year. A really good webinar was put on by Business Brokerage Press (BBP) and the points the experts made are valuable for more than just the buy-sell industry. And, we don’t know how banks are going to look at all of this.).
1 to 1
SEPTEMBER 21, 2022
This is a question posed to two of TTEC’s banking and insurance experts —Group Vice President Kristen Hein and Vice President JoVanna Dukes during a recent LinkedIn LIVE webinar. According to Hein, one study shows that 78% of Americans prefer to do their banking digitally. Here are some highlights of the conversation.
Martinka Consulting
JUNE 18, 2021
Recently Jessica and I attended a webinar put on by investor Tony Cappaert and his guest Sam Rosati, owner of two light manufacturing businesses. We used to call this a mini-audit (not as sexy as QofE or proof of cash) and it means tying the money on the bank statements to sales reports and financial statements.
1 to 1
JANUARY 10, 2024
“We’re definitely going to see AI augmenting capabilities, skills, what people can do, improve productivity, and reduce effort in the customer journey,” said James Bednar, vice president, head of product innovation, TTEC, during a recent LinkedIn webinar, “AI Mythbusters for CX.”
CaseInterview.com
SEPTEMBER 26, 2019
At the time, I had received an offer to work as an ibank associate at a leading bank, but was still mid-way through my process with the BD position, which was my much preferred job. I was honest with both sides regarding the situation, and got extension from the bank while the BD position also expedited the process.
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