Budget Your Business

Bank Series Recap: What Every Banker Told Me (And What It Means for You)

26 min · 23 apr 2026
aflevering Bank Series Recap: What Every Banker Told Me (And What It Means for You) artwork

Beschrijving

E#53: In this episode, Scott Geller wraps up the series he conducted with banking experts. He distills conversations with bankers across community, regional, CDFI, and large institutions (via a new and unique conversation style) into one clear takeaway. He breaks down how different banks serve different stages of growth, highlights why relationships with proactive bankers matter more than most owners realize, and challenges common misconceptions around lending. The episode closes with practical guidance on what actually gets deals done and helping business owners think more strategically about their banking partnerships.  Let Scott know what you thought of the Banking Series and whether you would like to listen to other series - throw in series ideas even! You can email him at scott.geller@capitisadvisors.com [scott.geller@capitisadvisors.com].  Book Recommendation: The Man Who Knew by Sebastian Mallaby Find out more about Scott Geller:  https://www.linkedin.com/in/scott-geller-cfo/ [https://www.linkedin.com/in/scott-geller-cfo/] scott.geller@capitisadvisors.com [scott.geller@capitisadvisors.com]  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ [https://budgetyourbusinesspodcast.buzzsprout.com/] Send us Fan Mail [https://www.buzzsprout.com/2352056/fan_mail/new]

Reacties

0

Wees de eerste die een reactie plaatst

Meld je nu aan en word lid van de Budget Your Business community!

Probeer gratis

Probeer 14 dagen gratis

€ 9,99 / maand na proefperiode. · Elk moment opzegbaar.

  • Podcasts die je alleen op Podimo hoort
  • 20 uur luisterboeken / maand
  • Gratis podcasts

Alle afleveringen

59 afleveringen

aflevering Social Media That Actually Drives Business from Mr Preneur, Sam Anderson artwork

Social Media That Actually Drives Business from Mr Preneur, Sam Anderson

E#59: Social media has become one of the most powerful—and cost-effective—ways for small businesses to grow their brand. In this episode, Scott sits down with Sam Anderson, founder of Enso Media Firm, to discuss why consistency beats perfection, how business owners can build trust through content, and why every company should think of itself as a media company first. Sam also shares lessons from building his own business, growing a personal brand that has generated millions of views, and the leadership challenges that come with scaling a company.  Podcast Recommendations:  Market Mondays (by Earn Your Leisure)  Contrarian Thinking by Cody Sanchez  School of Hard Knocks  You Can't Afford Me Find out more about Sam Anderson:  Search Mr. Preneur on TikTok, YouTube, Instagram EnsoMediaFirm on social media EnsoMediaFirm.com [http://ensomediafirm.com]   Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ [https://budgetyourbusinesspodcast.buzzsprout.com/] Fan mail or feedback on the episode? Email me at scott.geller@capitisadvisors.com Send us Fan Mail [https://www.buzzsprout.com/2352056/fan_mail/new]

16 jul 202642 min
aflevering From Gut Instinct to Predictable Growth with Brittany Toler artwork

From Gut Instinct to Predictable Growth with Brittany Toler

E#57: From Gut Instinct to Predictable Growth with Brittany Toler What separates companies that consistently grow from those that struggle to gain traction? In this episode, Scott Geller talks with Brittany Toler about building a business with intentional execution through EOS and the Outgrow framework. They discuss creating alignment around company priorities, building consistent sales processes, improving revenue forecasting, and helping leadership teams move from gut instinct to measurable, repeatable growth. Whether you're leading a small team or a growing organization, this conversation offers practical ideas for creating focus, accountability, and sustainable revenue growth. Book Recommendation: 10x Is Easier Than 2x by Dan Sullivan and Benjamin Hardy Find out more about Brittany Toler: https://www.linkedin.com/in/brittany-toler/ [https://www.linkedin.com/in/brittany-toler/]  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ [https://budgetyourbusinesspodcast.buzzsprout.com/] Send us Fan Mail [https://www.buzzsprout.com/2352056/fan_mail/new]

2 jul 202628 min
aflevering Keeping Leaders Without Giving Away Equity with Devon Cury artwork

Keeping Leaders Without Giving Away Equity with Devon Cury

E#57: What does it take to keep your best leaders from leaving? In this episode, Scott Geller sits down with Devon Cury of Sasta Financial Group to discuss executive benefits and long-term incentive plans for small and mid-sized businesses. Devin explains how business owners can use customized retention strategies to reward key executives, protect company value, support succession planning, and create stronger leadership continuity. The conversation explores how executive benefits work, when they make sense, the financial considerations involved, and why investing in top talent can generate significant long-term returns for both the company and its leaders.  Podcast Recommendation: Success for the Athletic Minded Man Find out more about Devon Cury:  Sastafinancial.com Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ [https://budgetyourbusinesspodcast.buzzsprout.com/] Send us Fan Mail [https://www.buzzsprout.com/2352056/fan_mail/new]

18 jun 202633 min
aflevering Are Budgets Helping or Hurting Your Business? Bjarte Bogsnes Take with Beyond Budgeting artwork

Are Budgets Helping or Hurting Your Business? Bjarte Bogsnes Take with Beyond Budgeting

E#56: In this episode of Budget Your Business, Scott Geller welcomes Bjarte Bogsnes, one of the leading voices behind the Beyond Budgeting movement, to challenge traditional budgeting and management practices. Throw out the old corporate and welcome a refreshing new approach for large and small businesses. They discuss why annual budgets often create unintended behaviors, how separating target setting, forecasting, and resource allocation can improve decision-making, and why businesses should focus on adaptability rather than rigid plans. Bjarte shares practical examples from organizations that have embraced more dynamic planning methods and explains how small businesses can maintain the agility of a startup while still growing and scaling successfully. Book Recommendation:  This is Beyond Budgeting by Bjarte Bogsnes Find out more about Bjarte Bogsnes:  https://bogsnesadvisory.com/ [https://bogsnesadvisory.com/]  BBRT.org [http://bbrt.org]  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ [https://budgetyourbusinesspodcast.buzzsprout.com/] Send us Fan Mail [https://www.buzzsprout.com/2352056/fan_mail/new]

4 jun 202636 min
aflevering The Business Exit Strategy Few Owners Understand … ESOPs with Katy Whitehead artwork

The Business Exit Strategy Few Owners Understand … ESOPs with Katy Whitehead

E#55: In this episode of Budget Your Business, Scott Geller sits down with Katy Whitehead to break down how ESOPs (Employee Stock Ownership Plans) work and why they are becoming an increasingly popular succession strategy for business owners. They discuss how ESOPs can help owners preserve company culture, reward employees, maintain independence, and create a long-term transition plan without selling to an outside buyer. Katy also explains the financial structure behind ESOPs, the role of cash flow and valuation, how employees benefit from ownership, and the key factors business owners should evaluate before considering an ESOP. Book Recommendation: The Five Types of Wealth by Sahil Bloom Find out more about Katy Whitehead: https://esoptrustcompany.com/ [https://esoptrustcompany.com/]  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ [https://budgetyourbusinesspodcast.buzzsprout.com/] Send us Fan Mail [https://www.buzzsprout.com/2352056/fan_mail/new]

21 mei 202635 min