Independent Banker

JUNE 30, 2022

But there are ways community banks can help mortgage-seekers get on the property ladder. So how can community banks help? For customers who decide buying is the right choice, community bankers have a variety of products and services available to help. By Beth Mattson-Teig. Plenty of tools in the box. Flexibility needed.

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Community Bank Community Millennials Resources 143

Abrigo

FEBRUARY 24, 2016

By Warren Sheydwasser With no shortage of tasks to complete during tax season, many financial professionals don’t need help expanding their to-do list. Hold seminars or webinars. Reach out to other organizations in your community and plan a joint seminar.

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social media Marketing Video Tools 150

Independent Banker

FEBRUARY 25, 2015

Community banks, which will continue to face a growing number of senior customers with everyday cash needs and built-up home equity, should explore this niche lending opportunity, two community bankers providing these specialty loans suggest. who oversees 32 loan officers dedicated to providing the loans. About the market.

Trends 70

Trends Community Lending Community Bank 70

PYMNTS

JULY 29, 2016

And not only is the internet their stomping ground, but it’s also a place where fraudsters have been able to cultivate their own communities and networks — enabling them to keep in touch, share tips, advertise opportunities, seek out help and even boast about their accomplishments. Take tax returns, Bush said.

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Fraud Tools Cards Resources 100

Filene

OCTOBER 3, 2016

Earlier this summer, Filene released a research report that examined a systemic problem we face in this country—the lack of accessible financial service options in many low-income, urban communities. They produced a “Don’t Tax My Credit Union” video for Congress in support of credit unions. Project Teen Money.

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Video Millennials Training Resources 64

The Emmerich Group

FEBRUARY 4, 2016

For example, when prospecting for new trust clients, send a series of sales letters that get them to take a small step like ordering a “tax savings” strategy booklet, signing up for a free estate planning seminar, or calling for a year-end checklist to make sure that they have maximized their tax savings.

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Taxes System Strategy Examples 28