Join us as we welcome our newest Planning Advisor, Peter How! At Plansmith, we’re excited to have such an experienced community banking veteran on staff. Read on to learn about Peter’s career and how his background will add value to our clients’ planning experience.
Running a successful business, like anything worthwhile in life, is difficult. Of course, the same can be said for operating a bank or credit union.
There's never enough time in a day to get everything done. The amount of work per number of hands to accomplish it isn't equitable. The number of new regulations versus training bandwidth is not even close to on par.
Having tried my best to avoid ‘labels’ of all types, I seldom bring attention to achievements that are gender associated. However, the good work of others is something that should always be recognized. Male or female, it is always important to acknowledge role models that inspire.
In recognition of their hard work and dedication, Plansmith would like to congratulate this year’s 2018 Influential Women In Business Honorees, including our client, Jean Theis, EVP and COO of Andigo CU.
For those of you who are fans of the sitcom Seinfeld, George Costanza would break down this word into its two components: thanks and giving.
How many times in our daily lives do we say “thanks"? A lot! It’s our common, casual, and pretty standard way to end each email, text, and verbal conversation. I’m not saying that it isn’t heartfelt. I’m just saying that this time of year - and this particular holiday - give us a chance to pause and appreciate each other. And, maybe more importantly, pay more attention when someone offers us a thank you.
"It was a very informative two days. It was also helpful to learn different ways to navigate through the tabs and fields in the Compass program."
We had nine bankers in our office last Thursday and Friday attending our first 2-day event, and what a success it was! We had a great group ranging from new clients, new users, and more established veterans, banks from $240 MM to $1.6 B in assets, men and women from diverse backgrounds, traveling in from near and far. The group was excited to share thoughts and ideas, and interested in ways we can help them enhance their understanding of the planning concepts and models.
Too often when we’re asked why we do what we do, we naturally default to talking about ourselves.
The truth is, it’s the people we work with every day that inspire us to do what we do.
Our clients make their own success. Their ambition, discipline, commitment, and transparency bind every person throughout their organization to a common goal. There are so many of these success stories, we wanted to highlight several noted in recent banking publications.
“E-Learning” is rapidly expanding here at Plansmith and client comments have been very positive. Right now there are more than 50 different sessions available and many more sessions are in development.
Why has the “E-Learning” approach been so popular, especially since Plansmith has always provided such a high level of live, personal support and is committed to continuing that?
We all like to start the new year with aspirations to renew, realign, and regain control of our world.
I don’t know about you, but those words just get me pumped.
Last month I experienced the best service possible. It was from American Airlines (no, really) – and it was through social media of all things.