CPA - medium firm
Other
Discover the top five complaints bankers have about small business clients. During this course you will understand how to help your clients work with their banker to secure the funding they need to grow their business. Learn from the small business expert, who teaches bankers at the top Graduate Schools of Banking in the country. He will share his personal experience working with bankers, and give you actionable advice to help your clients.
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Learn the goals of the banker within the client relationship and how to help him achieve them.
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Know the answer to your client’s lending request before you make an application.
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Help your client to not be a D.U.M.B. type of business owner.
Mike Milan
Elevate Financial Training
Executive Vice President
mike@finagraph.com
(206) 922-4502 X705
Mike Milan is Executive Vice President, Training Solutions at Finagraph, with over 20 years of entrepreneurship and senior business experience. Prior to joining Finagraph, Mike was President of J&M Investments, owning and operating various companies in the hospitality staffing, real estate management, and consulting industries. Mike sold his company to focus on training and consulting. In addition to leading Small Business Seminars across the US, Mike’s a faculty member at the Graduate School of Banking at LSU. A former Missouri State Trooper, Mike earned his MBA from Baylor University.
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