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