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Best Practices

Best Practices | Blog, Resources and Proven Strategies used by successful leaders to grow their companies.

Communication Dilemma: When Do You Email Vs Phone Call?

August 7, 2017 | Best Practices

Communication Dilemma: When Do You Email Vs Phone Call?

When is it better to pick up the phone and call versus send an email? This question often comes up in my executive coaching work, especially with young or emerging leaders. Here’s my take on when to email vs phone call: Call when: It’s about an emotionally charged topic (or one that could be). It’s […]

Your (Best) Banker | A Key Driver to Keep Your Business On Track  Part 3

July 14, 2017 | Best Practices

Your (Best) Banker | A Key Driver to Keep Your Business On Track Part 3

        Borrowing money is often the smart (and necessary) way to go if you want to grow your business. In this third, and final, part of my conversations with Andy Pletz, Vice President and Commercial Relationship Manager at Umpqua Bank in Bellevue, Washington, we talk about how to make the best use […]

You’ve Found the Best Banker (and Bank), Now What? Best Banker Practices Part 2

June 15, 2017 | Best Practices

You’ve Found the Best Banker (and Bank), Now What? Best Banker Practices Part 2

Now That You’ve Found Your Best Banker, Now what? Better Communication = Better Relationship! The secret to any strong relationship is good communication. In this article, you’ll learn what information you share with with your banker and when to share it, especially when things don’t go as expected. We continue our interview with Andy Pletz, […]

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Recent Posts

  • Buy A Business with Only 5% Down? It’s Possible with an SBA Loan
  • A Small Business, Fake Checks, Scam Artist and Two Paths
  • Interview Questions for You: To Assemble Your A-Team and Uncover Your Next Great Leader
  • Critical for Internal Fraud Prevention | Monitor Your Performance Data and Payroll Systems. [Part 2 of 3]
  • Actionable Tools and Resources to Mitigate Fraud: “Perception of Detection”, Fraud Hotline, Risk Assessment [Part 3 of 3]
  • Certified Fraud Expert: External and Internal Fraud, Detection and Prevention and Work Place Culture [part 1 of 3]

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recent posts

  • Buy A Business with Only 5% Down? It’s Possible with an SBA Loan
  • A Small Business, Fake Checks, Scam Artist and Two Paths
  • Interview Questions for You: To Assemble Your A-Team and Uncover Your Next Great Leader
  • Critical for Internal Fraud Prevention | Monitor Your Performance Data and Payroll Systems. [Part 2 of 3]
  • Actionable Tools and Resources to Mitigate Fraud: “Perception of Detection”, Fraud Hotline, Risk Assessment [Part 3 of 3]

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