Sharing Knowledge Series

Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.

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Recent Episodes

Economic Outlook 2023: Your business, the recession, and why cash is king

Posted December 13, 2022 • 00:34:46

Are we headed for a recession in 2023? What economic indicators should we be paying attention to? These are some of the questions we explore in the...

Philanthropy & Nonprofits: How community engagement benefits individuals & businesses

Posted November 29, 2022 • 00:38:47

Many business leaders and community members hope to make a positive impact on the areas they serve and the neighborhoods in which they live. One of...

Succession Planning: How to ensure your business will thrive without you

Posted November 2, 2022 • 00:32:49

The thought of retirement or what’s next for you and your business is intimidating. But like many big decisions you make throughout your career, thoughtful...

The Role of Marketing: How aligning sales and marketing can grow your business

Posted September 21, 2022 • 00:41:34

How big of a role does marketing play for businesses looking to make the most of their budget and gain the attention they deserve? In our 18th episode...

Retail: Innovating your shopper’s experience

Posted August 16, 2022 • 00:31:10

Want to gain insight into the state of the retail industry and how businesses have been impacted by supply chain issues and rising inflation? In our...