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I had a great time in an interview with Meredith Elliot Powell on her talk show, ‘The Client Connection’. If you want to make more good loans, if you want to find, capture and retain the most profitable customers, take a few minutes to watch this webinar.



In it I give you four specific tips to assess the character of your customer or prospective customer. And I share six ways you demonstrate your character to your prospects.

More about Meredith Elliot Powell

Meridith has also authored two books, Winning in The Trust & Value Economy and 42 Rules To Turn Prospects Into Customers. She has a background in banking that includes both the lending side and the sales and marketing side. Thus, she brings the numbers side and the people side of a business together, just like me. No wonder I like her!

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Linda Keith, CPA


Linda Keith CPA is an expert in credit risk readiness and credit analysis. She trains banks and credit unions throughout the United States, both in-house and in open-enrollment sessions, on Tax Return and Financial Statement Analysis.
She is in the trenches with lenders, analysts and underwriters helping them say "yes" to good loans.
Creator of the Tax Return Analysis Virtual Classroom at www.LendersOnlineTraining.com, she speaks at banking associations on risk management, lending and director finance topics.

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