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

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

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