Thank you to everyone who attended Rob Newberry's session, Adapting to CFPB 1071 Small Business Reporting Requirements, at the CU Business Group San Diego National Business Services Conference! Come catch up with the Abrigo team at our booth if want to follow up with questions or learn more about how we can help your credit union thrive. Looking for more CFPB 1071 resources? Click here: https://lnkd.in/giF57mZV #cubusinessgroupconference #creditunions #cubg #cfpb1071
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Pursuing your interests and passions can benefit your business.
Improve your client engagement with this advice from MDRT member Aaron L. Hammer, LUTCF. Curious to learn more? Watch the full video 👉 https://bit.ly/3S7hX0w Apply to be a 2024 Academy member 👉 mdrtacademy.org #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt
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Improve your client engagement with this advice from MDRT member Aaron L. Hammer, LUTCF. Curious to learn more? Watch the full video 👉 https://bit.ly/3S7hX0w Apply to be a 2024 Academy member 👉 mdrtacademy.org #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt
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Thinking about your New Year's resolutions? How about granting yourself more time and eliminating credit check hassles with Creditserve! ☑️ Credit checks are a valuable tool for safeguarding your business when offering credit to others. Evaluate key factors like financial history, filings, and the CCJ registry to make informed decisions. See how we can help you ➡️ https://loom.ly/15sDTU4 #CreditCheck #BusinessCredit #FinancialProtection
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Business #TipTuesday There are lots of important factors to think about as you go through the process of obtaining business credit. Here are a few tips to consider. 📰 Maintain strong financial records Lenders will assess various financial statements when you apply. Make sure you have your documentation in order. 😄 Lead by example Remember that your personal financial history may be considered when applying for financing. 👏 Don’t give up If a traditional lender does not approve your application, look into building up your creditworthiness and reach out for support from small business organizations. Learn more by visiting our Financial Education Center. https://lnkd.in/e_A2KqZF #CreditUnionDifference #JoinWCCU #SupportLocal
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You need all the support you can get in business! Get your Credibility as a back-up! #cxcsa #raisingthestandard #attractinvestment #investmentgoals #credibility #businesssucess #businesssurvival
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Trust, confidence, value: Convey these ideas to build the best client relationships. Hear how MDRT member Walton W. Rogers, CLU, ChFC, implements these qualities daily. Watch the full video in the Academy 👉 https://bit.ly/3UU0nhd Apply to be a 2024 Academy member 👉 mdrtacademy.org #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt
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Transparent SBA 7(a) advocate and guru who strives to preserve the integrity of the program and educate others on what they really need to know about SBA 7(a) financing.
If you've lost track of all of the SBA 7(a) program changes in 2023, join the Fund-Ex Solutions Group BDO team and me at 1pm EST on Thursday, 1/11/2024, for our next webinar on the most-recent SBA SOP changes and how we've adapted our credit requirements. You don't want to miss this one! The registration link is in the comments. #sba #sba7a #businessacquisition
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When clients object to your recommendations, there’s a reason. It’s up to you to uncover what that is. Follow these tips and tricks from Cynthia Kane, CEO of the Kane Intentional Communication Institute. ⬇ “Create connection and slow everything down so that you allow the other person to have the reaction that they have. Then you can have a conversation.” —When there’s a “no” on the table, it’s more beneficial to speak to clients in a genuine manner than to push charts and figures on them. “Allow them to have the reaction they’re going to have and work with them through it. It’s less about agreement and more about clarity, guiding them toward an understanding of what they need.” —Make the intangible tangible. Connect what you’re offering to them, their family and their future. Read the full article in the Academy 👉 https://bit.ly/4abCWWt Apply to be a 2024 Academy member 👉 mdrtacademy.org #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt
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⚡️ Ready to take your business to new heights? The Louisiana State Small Business Credit Initiative (SSBCI) program is here to unlock financial resources and support your business needs. Dive into the details at LouisianaSSBCI.com
Louisiana State Small Business Credit Initiative (SSBCI)
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Unlocking the Mystery of Credit Scores with Eaton Credit Family Union 🗝️📊 Dive into our latest educational post to understand how your credit score shapes your financial future. Knowledge is power, and your credit score is the key! #EatonCredit #CreditScore101 #FinancialWellness #MoneySmarts #CreditEducation #EmpowerYourFinance #CreditAwareness #FinancialGoals #EatonFamilyUnion #CreditHealth
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