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The Positive Side
of Cross-Selling

Posted by on November 8, 2016 at 11:13 pm

Perhaps you heard: Cross-selling was in the news not long ago. United States Senator Elizabeth Warren’s comment “Cross-selling isn’t about helping customers get what they need” went instantly viral. There’s no telling how many people it reached and prejudiced against what can be a mutually beneficial customer service. To say that alleged abuses make cross-selling […]

My new article for
The Financial Brand

Posted by on November 1, 2016 at 2:29 pm

Smartphone banking: Still evolving The day may be nearer than anyone thought when children wonder aloud what on earth their forebears did with those folded, leather things displayed in the museum. Tell them they’re looking at a checkbook cover and a wallet, and they may well ask, “What’s a checkbook? What’s a wallet?” [Click here […]

Back taxes and Apple

Posted by on October 25, 2016 at 2:18 pm

MOST AMERICANS would gladly opt out of their long-term relationship with the Internal Revenue Service. To that end, a good many of us pay CPAs to ensure we don’t give the IRS one penny more than we must. So when sundry people and corporations manage to avoid paying billions in arguably due taxes, you’d think we […]

Caution for big guys,
hope for little ones

Posted by on October 11, 2016 at 10:25 pm

TODAY’S OBJECT LESSON begins in the mid 19th century, when a Minnesota jewelry store declined a shipment of watches. Railroad agent Richard Sears purchased the shipment, peddled the watches, and ordered more. Knowing a good thing when he saw one, he quit the railroad and set up a mail order watch business. A year later, he […]

Visors and digital sleeve garters

Posted by on August 30, 2016 at 11:43 pm

It’s not hard to pick out the banker in a Western. Just look for someone sporting sleeve garters and a translucent visor. This is a rare case in which Hollywood actually gets things right. In the late 19th century, sleeve garters served a practical purpose. Back then, you couldn’t walk into Nordstrom and ask for […]