Happy one year anniversary to Sparks from the Anvil! There has been a great response to the blog, thanks to all of you.
2014 has been a busy year at Plansmith! We have made some great updates to our products, added some wonderful clients to the Plansmith family, and have been busy keeping up-to-date with the latest regulations and changes in the banking world.
I would like to extend a sincere thank you to all of our clients and prospective clients that stopped by the Plansmith booth and took a few minutes to talk with me and my colleague, Ron Trice. In an era of endless emails, conference calls and web presentations it is always nice to put a face to a name and shake hands with all of you. If you didn’t come by the booth but happened to see the two tall guys in the loudest most obnoxious Hawaiian shirts ever - yes, that was us.
When I ask this of a financial institution, I usually receive balance sheets and risk reports. Most people immediately think ‘numbers’ when you mention planning. I challenge you to think differently, think communication. Tell me about your business.