Publications
Managing Deposits Through the Pandemic of 2020
Podcast on Effective Sales Process in Banking with Neil Stanley 
How to Deal with the Proverbial Rock and Hard Place of Deposit Pricing- Slowing the Rush to the Best Rate
The Pressure Gauge for Bank Funding
What Bankers Can Learn from Fracking- Effective Cost of Funds Comparisons
Paradigm Shift in Fixed Income Offerings- Navigating the Chaos of Time Deposit Pricing
- Fed Rate Cuts May Not Lower Cost of Funds Like Many Bankers Assume
Webinar - Innovative Funding Strategies and Tactics - Building a Deposit Machine that Won't Cannibalize Existing Accounts
Quarterbacking Retail Deposits
Podcast and Transcript - How Banks Can "Uberize" Deposit Pricing- How Financial Marketers Can Get Creative With Certificates of Deposit
- Counter Rising Deposit Rates With an Innovative CD/Savings Twist
- How Companion Deposit Accounts Attract the Funding Banks Need
10 Ways to Make CDs Cool Again
Big Flip Coming in Deposit Costs- FDIC Rate Cap Misses the Mark
Keeping Deposits is a Challenge- 11 Steps toward Better CD Promotion
- Banks Against The Yield Curve
- Maximizing Performance of Time Deposit Promotions
- Podcast and Transcript - Enhancing Deposit Pricing in Today's Turbulent Financial Waters
Omaha World Herald - Fed Raises Key Rate - Savers Take Heed
Higher interest in higher rates: Opening eyes as Fed rates rise
How Rising Rates Change Depositors’—and CUs’—Options
Opening Eyes as Rates Rise
Innovative Thinking and… CDs?- It’s going to be depositors’ game again
- Betting on Forward Implied Yields
- How to Keep ALCO Well-Tuned
- Begin with the End
- Improving Acquired High-cost Deposits
Offering Variable Pricing for Higher Profits- Pricing Priorities
- Deposits and Buying Locally
- Effective ALCO Meetings
- Navigating Time Deposit Rate Change Features
- Longer Term Deposits and Rising Rates
- The Pricing Spectrum
Money Magnets- Spotlight on Specials Magazine or Online
- Will Deposit Atrophy Strike Your Bank
- Exposure to Deposit Refinancing
- Spotlight on Specials
- The Savings Account That Saves Accounts
- How to Keep More Profitable Deposits
- Prepare Your Balance Sheet for a Rising-rate Environment
- The Biggest Omission in Today's Bank SWOT Analysis
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Adding Time Deposits to the Strategic Agenda - Pricing Levers for CDs Part I Part II
- FDIC Report of Time and Brokered Deposits
- Consultative Selling for Long-Term Deposits
- Time Deposit Sales and Pricing Options White Paper
- Profiting from Customer Profitability Analysis
Bank Expert Roundtable- BankersHub Newsletter - Price Differentiation
- CBInsight - Top 5 Reasons
- Beyond the Static Rate Sheet
- From Commoditized to Customized
- BankersHub Newsletter - Optimizing Retail Deposits
- Iowa bank launches new CD product
Early Withdrawal Bonus?
Former banker comes up with a patented CD that rewards early cash-out
Iowa bank offers CD that pays rewards for early cash-outs- The Case for Market Value Time Deposits
Featured Speaking Events
Webinar - Get Your Front Line to Price and Win- Iowa Bankers Convention Price and Win - Pricing Blog
- BankersHub Webinar - Science and Art
- Retail Deposit Optimization and Strategic Management
11/3-5 2nd Annual Retail Deposit Optimization and Strategic Management
Articles of Interest
JPMorgan Tells Banks to Partner Up as U.S. Deposit Drain Looms
- FDIC Report of Time and Brokered Deposits
