Providing guidance, coaching, and expertise to SmB

Research shows that a significant portion of SmB owners would welcome counsel from their bankers who want to position themselves as "trusted advisors."  On what issues should they be prepared to advise? How to do this cost effectively?  How to measure effectiveness?

• Remote advice – focus, critical elements, scalability, impact on bank costs or profits
• Required skills, tools, and job frameworks for providing counsel
• How and where do we put experienced bankers to provide consultative help to business owners, hiring and retaining strong branch managers