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コンテンツは Ryan Kimler によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ryan Kimler またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
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Forrest Mann: Get Funded!

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Manage episode 430499629 series 3430754
コンテンツは Ryan Kimler によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ryan Kimler またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

About Forrest Mann: Forrest Mann is a seasoned commercial banking professional with a wealth of experience in securing financing for business owners. Currently serving as AVP, Business Banker at Enterprise Bank & Trust, he specializes in commercial lending and treasury management services. Forrest holds a strong background in financial analysis, portfolio management, and customer relationship management, consistently improving the financial well-being of his clients.

In this episode, Ryan and Forrest Mann discuss:

  • Fraud prevention in business operations
  • Banking tools for business owners
  • Loan options and processes available to businesses
  • Building relationships with local banks

Key Takeaways:

  • Implementing dual-factor authentication, avoiding sharing critical login information, and setting up individualized online banking profiles are essential measures that business owners can take to prevent fraud and protect their operations​​.
  • Business owners should leverage treasury management services and tools like Positive Pay to prevent fraud, especially with paper checks, which are a common target for fraudulent activities, thereby safeguarding their financial transactions​​.
  • Businesses have access to a variety of loan options that can provide essential funding for different operational needs and growth opportunities.
  • Building a relationship with a local banker is crucial as it can lead to more personalized and efficient service, especially when it comes to resolving issues and securing funding for business operations​​.

"We really encourage that relationship with your local branch, especially when it comes to dealing with fraud and different things like that, as it can be really vital." — Forrest Mann

Connect with Forrest Mann:

Website: https://www.enterprisebank.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/forrest-mann/

Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit

Connect with Ryan Kimler:

Net Profit CFO Home Page: www.netprofitcfo.com

Email: [email protected]

Facebook: www.facebook.com/rkimler

LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/

LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/

LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/

Show notes by Podcastologist Andy Santiago

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

  continue reading

96 つのエピソード

Artwork
iconシェア
 
Manage episode 430499629 series 3430754
コンテンツは Ryan Kimler によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ryan Kimler またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

About Forrest Mann: Forrest Mann is a seasoned commercial banking professional with a wealth of experience in securing financing for business owners. Currently serving as AVP, Business Banker at Enterprise Bank & Trust, he specializes in commercial lending and treasury management services. Forrest holds a strong background in financial analysis, portfolio management, and customer relationship management, consistently improving the financial well-being of his clients.

In this episode, Ryan and Forrest Mann discuss:

  • Fraud prevention in business operations
  • Banking tools for business owners
  • Loan options and processes available to businesses
  • Building relationships with local banks

Key Takeaways:

  • Implementing dual-factor authentication, avoiding sharing critical login information, and setting up individualized online banking profiles are essential measures that business owners can take to prevent fraud and protect their operations​​.
  • Business owners should leverage treasury management services and tools like Positive Pay to prevent fraud, especially with paper checks, which are a common target for fraudulent activities, thereby safeguarding their financial transactions​​.
  • Businesses have access to a variety of loan options that can provide essential funding for different operational needs and growth opportunities.
  • Building a relationship with a local banker is crucial as it can lead to more personalized and efficient service, especially when it comes to resolving issues and securing funding for business operations​​.

"We really encourage that relationship with your local branch, especially when it comes to dealing with fraud and different things like that, as it can be really vital." — Forrest Mann

Connect with Forrest Mann:

Website: https://www.enterprisebank.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/forrest-mann/

Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit

Connect with Ryan Kimler:

Net Profit CFO Home Page: www.netprofitcfo.com

Email: [email protected]

Facebook: www.facebook.com/rkimler

LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/

LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/

LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/

Show notes by Podcastologist Andy Santiago

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

  continue reading

96 つのエピソード

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