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Sep 13, 2017 1:00:00 PM

4 Steps to Help Millennials Build Wealth and Security

As the adage says, one of the surest ways to combat fear is to confront it head on. Financial anxiety is one of those fears. For 85% of adults, concerns around unplanned emergencies, medical expenses, insufficient funds for retirement, and school loans rank as the top stressors in their life.[1] For young, Millennial-aged adults, these concerns are even more pressing.

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Topics: Millennials, Growth

May 3, 2017 11:00:00 AM

Do You Know When and Why to Engage an Internal Auditor?

Many company leaders see audit as a task related to compliance, and that’s a fair—if overly simplified—definition for external audit. Once per year, an external auditor will perform an annual examination and issue an objective report regarding the financial statements. This regulated activity has an impact on the reputation and financial health of a business. Internal audit is neither specifically tied to regulation, nor is it a single, time delineated task. It is, however, more vital to the ongoing resilience of the business. The effort is more flexible and tailored to the goals and qualities of the entity, and (if done well) is performed throughout the year to monitor company practices and risks.

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Topics: M&A, Growth

Mar 25, 2015 9:32:20 AM

Survival of the Fittest - Key Considerations for Successful M&A

For about nine years, analysts have predicted two game changers for the banking industry – an M&A boom and an interest rate hike. The M&A prophecy came true in 2014, with the highest transaction volume since 2006. Based on year-to-date transaction activity, this trend will continue through 2015. The prevailing factor that’s driving the M&A boom? Growth. Buyers and sellers seem to agree that bigger is better. Survival of the fittest tends to be predicated on asset size. In almost every bank, it seems that leadership is weighing their options – buy or sell. So many variables influence the success of a deal. Besides size, they can include culture, geography, regulatory challenges, cost savings, earnings and (perhaps the most sensitive factor) pricing.

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Topics: Interest Rates, M&A, Growth

Mar 12, 2015 10:05:35 AM

Accelerating Growth Through the Art of Storytelling

Think for a moment about the stories that have left an impact on you. Someone whose experience and example helped to shape your decisions, or a company that you’re compelled to support. Since the dawn of time, stories have generated an almost unmatched power to motivate. For banks competing in the changing economy, it has become vital to connect your story with that of your customers.

There’s an old saying, “People make emotional buying decisions, then use logic to justify them.” More and more, companies are beginning to realize – and use – the inherent potential of storytelling to influence desired behavior. 

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Topics: Servant Leadership, Growth