In December of 2016 while preparing for an upcoming CBAI, Community Banker's Association of Illinois, annual Director's Conference in Springfield, IL, Phil Aderton, VP of Sales, interviewed one of IZALE's clients. The best marketing is Peer-to-Peer. Phil wanted to know why a member community bank became an IZALE client. He wanted to be able to share this with other Bank Directors, CEO and influencers who would be at the conference. Here is what Phil discovered from Steve Wallace, the President of The Community Bank of Trenton:
“During our Strategic Planning session several years ago, our trusted CPA advisor posed the question as to how we planned to retain and reward the CEO and, perhaps more importantly, his young upcoming leadership. Our Chairman was planning to step away from the bank board and is our largest shareholder. He was concerned that his investment would be Navigating the Future with IZALE at risk, if the board didn’t look into an executive benefit plan. At the urging of our CPA Advisor we engaged three vendors to present their products and services. It was only IZALE that provided a way to meet our short term goals, but also gave us a strategic plan to meet the long term goals through their design of an executive benefit plan.
It was IZALE’s service of clear direction that helped us decide they were the firm to do business with. IZALE was interested in where we wanted to go, & showed us how to get there. If any bank is strategies I tell them: Talk to IZALE! I invite anyone who wants to talk about how to keep our Community Banks thriving as we move forward, here is my number 618-224-9258. Call, let’s talk!”
Steve Wallace President
Community Bank of Trenton, Trenton, IL
“During our Strategic Planning session several years ago, our trusted CPA advisor posed the question as to how we planned to retain and reward the CEO and, perhaps more importantly, his young upcoming leadership. Our Chairman was planning to step away from the bank board and is our largest shareholder. He was concerned that his investment would be Navigating the Future with IZALE at risk, if the board didn’t look into an executive benefit plan. At the urging of our CPA Advisor we engaged three vendors to present their products and services. It was only IZALE that provided a way to meet our short term goals, but also gave us a strategic plan to meet the long term goals through their design of an executive benefit plan.
It was IZALE’s service of clear direction that helped us decide they were the firm to do business with. IZALE was interested in where we wanted to go, & showed us how to get there. If any bank is strategies I tell them: Talk to IZALE! I invite anyone who wants to talk about how to keep our Community Banks thriving as we move forward, here is my number 618-224-9258. Call, let’s talk!”
Steve Wallace President
Community Bank of Trenton, Trenton, IL
RSS Feed
