“D cubed” is the equation to yield continuous improvement in account generation and banking relationships
It may not be the most glamours activity in the banking world, but for community banks to effectively compete against larger counterparts, some rote processes must be involved. The following 3 steps of a continuous improvement sales process, though, may yield...
Their loss, your gain? The consequences of regulatory change could create opportunity for community banks…and their customers
Small business owners and third party payment processors like PayPal and CashApp may soon have a common gripe with new IRS reporting rules that place more burdens on them both. As of January 2022, third-party payment network providers are required to send users a Form...
Planning for 2023? Go back and pick up the breadcrumbs left along your 2022 path
When developing next year's marketing plan, the first objective should be to spend less on marketing in the New Year than you did last year. Pretty reasonable, considering the economic roller coaster that we’ve been riding over the last 18-24 months. Plan ahead by...
Our small business story: Who is Dorsey & Company anyway?
Why does Dorsey & Company focus on COMPETITIVE and marketing strategy? And on STRATEGY before tactics? First, our approach has helped clients compete and WIN since founding our boutique management consultancy in 1987. Further, our results are confirmed by the wide...