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5 COMPLAINTS YOUR BANKER HAS ABOUT YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 24, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Discover the top five complaints bankers have about small business clients. During this course you will understand how to help your clients work with their banker to secure the funding they need to grow their business. Learn from the small business expert, who teaches bankers at the top Graduate Schools of Banking in the country. He will share his personal experience working with bankers, and give you actionable advice to help your clients.

Learning Objectives

  • Learn the goals of the banker within the client relationship and how to help him achieve them.

  • Know the answer to your client’s lending request before you make an application.

  • Help your client to not be a D.U.M.B. type of business owner.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mike Milan

Elevate Financial Training
Executive Vice President
[email protected]
(206) 922-4502 X705

Mike Milan is Executive Vice President, Training Solutions at Finagraph, with over 20 years of entrepreneurship and senior business experience. Prior to joining Finagraph, Mike was President of J&M Investments, owning and operating various companies in the hospitality staffing, real estate management, and consulting industries. Mike sold his company to focus on training and consulting. In addition to leading Small Business Seminars across the US, Mike’s a faculty member at the Graduate School of Banking at LSU. A former Missouri State Trooper, Mike earned his MBA from Baylor University.

About Our Presenter

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Seattle-based Finagraph is a best-in-class financial gathering and business intelligence company. Its pioneering technology directly gathers and organizes financials from accounting systems, providing clear and actionable information. The easy, one-minute process replaces the traditional paperwork process and instantly adds intelligence to best understand a business' financial health and trends. The Finagraph dashboard is now free for accountants and small business owners. Finagraph Academy delivers leading-edge training and consulting to accountants, SME, and banks across the nation on the topics of business delivery strategies, advanced technology tools and financial acumen.