Tales From an Equipment Leasing Broker

How do you know you’re ‘doing it right’ when it comes to the equipment financing business? Gerry Oestreich details the many ins and outs of an industry changing more and more every year. ... read more

Vol. 48 No. 3 2021

Going Extinct: It’s Time to Update Your Performance Review Process

Although ensuring your employees are producing at a high level is important, the standard methods of evaluating progress, namely the manager-led performance review, is going the way of the dinosaurs. Leslie Brown argues that employees need to take a more active role in the evaluation process and management must support them in doing so. ... read more

Vol. 48 No. 1 2021

Exit Strategy for Grey Haired Brokers

What happens when it’s time to wind down your broker business and prepare for retirement? Bud Callahan walks through the steps to consider while making the decision and shares the wisdom he has learned from his exit journey.... read more

Mar/Apr 2020

Brokers Bridging the Gap: A Broker’s Perspective on Best Practices

In Monitor’s inaugural column focused on equipment leasing brokers, Sheri Bancroft, vice president of Bancroft Leasing and current president of the AACFB, takes a back-to-basics approach and examines the best ways brokers can build relationships with clients and funders and, in turn, build a successful business.... read more

April 2019

If It Ain’t Broke(r): 2019 Broker Roundtable

In Monitor’s very first brokers roundtable, Paul Burnham, Gerry Oestreich and Spencer Richman give us the rundown on building and maintaining better relationships between funding sources and third-party originators.... read more

March/April 2019