Balance Sheet Optimization
WOW: We Offer Wisdom Series
Todd Taylor of Taylor Advisors shares his expertise on how to drive earnings for institutions and effective risk management practices, as well as sound ways to improve decision-making to protect margin. Todd also addresses current balance sheet and investment challenges. Additionally, Scott Richardson gives a high-level overview of BOLI and an update on the insurance industry’s performance this year. He also provides his outlook on 2021 and shares some creative ideas for using BOLI.
Tweet
Share
Email
Todd is the Founder and President of Taylor Advisors, a Certified Public Accountant and a Chartered Financial Analyst charter holder. Todd has spoken at numerous state and national conferences on balance sheet management, bank investments, and risk management, including the AICPA National Conference on Banking and Credit Unions in Washington, D.C. He has written several articles for banking magazines and Sheshunoff publications on capital, liquidity, investments and more.
Connect on Linkedin
3 Simple Steps to Finding Your Tailored Solution
1
We'll start by asking a few questions and listening to your challenges and concerns.
2
We then research and collaborate, including our network of experts as needed.
3
Lastly, we tailor a solution that fits where you are and builds a roadmap to your goals.
IZALE Financial Group is proud to be a Firm of Lion Street, Inc., a national network of fiercely independent financial advisors.