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Sisällön tarjoaa Ryan Kimler. Ryan Kimler tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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Forrest Mann: Get Funded!

33:02
 
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Manage episode 430499629 series 3430754
Sisällön tarjoaa Ryan Kimler. Ryan Kimler tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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: fmann@enterprisebank.com

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: ryan@netprofitcfo.com

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

85 jaksoa

Artwork
iconJaa
 
Manage episode 430499629 series 3430754
Sisällön tarjoaa Ryan Kimler. Ryan Kimler tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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: fmann@enterprisebank.com

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: ryan@netprofitcfo.com

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

85 jaksoa

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