Brian Montes
@brianm2
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Partnering with community banks, credit unions and fintech to turn compliance into a competitive advantage — reducing risk & improving audit outcomes.
Los Angeles, CA
Joined March 2009
Don’t bring remote employees back in the office just to sit on Zoom all-day An RTO plan must be strategic- 1. How can RTO move to advance their career? 2. How does an RTO plan accelerate company growth? 3. WIIFT - What’s in it for them? Strategy+messaging=winning RTO plan
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You can’t demand transparency from a team that's afraid of you. Having accountability is only half of the equation. You also need empathy. It's a simple fix. Every 1:1 should start with three questions: 1. What’s working? 2. What’s not working? 3. What do you need from me to
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The wrong hire into your company can - - Kill productivity - Break the fabric of the team - Tank morale - Push your best employees to leave - Frustrate your customers If recruiting is always an afterthought, chances of making a bad hire exponentially increase.
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Some businesses go straight to firing people when they start struggling. They never realize they're ignoring the same clues that every failing business does. The good news is they’re easy to spot once you know what to measure. If you don’t know how your business runs your
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Want to lead your business — not just manage it? Start with these five principles. 1️⃣ Trust over control. 2️⃣ Outcomes over tasks. 3️⃣ Clarity over assumptions. 4️⃣ Consistency over perfection. 5️⃣ Growth over comfort.
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The hardest conversations I’ve had built my strongest teams. All it takes is one that most leaders avoid. If you don’t address problems early, you’ll end up carrying them. And eventually, they’ll weigh down your entire team. This is the framework I teach every new manager: 1.
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If you want to learn the business skills necessary to: 1. Hire the right people in the right seats 2. Create effective operating systems 3. Retain your top talent And have a business that runs effectively while you're on vacation... Check out the Entrepreneur to Employer
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Lots of companies claim to be “client-first.” What are some ways to prove it?
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Scaling a boutique firm isn’t complicated, but it is hard. There are 3 stages: 1️⃣ Founder = does everything 2️⃣ Founder = manages client delivery 3️⃣ Founder = manages the business, not the clients If you’re stuck in stage 2, you don’t have a business. You have a job.
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I’ve worked with many banks and credit unions across the country. Examiners mainly focus on the same 3 areas in every audit. If you want to save time and get better outcomes, focus on these: 1. Customer Due Diligence reviews: Pay special attention to high-risk clients. They
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Your hourly rate is not just a number. It’s a reflection of your positioning. A low rate indicates low confidence in your value.
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What’s one operational principle you’d never compromise on no matter how fast you’re growing?
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What will you learn about the candidate in the 4th interview that you couldn’t have learned in the 2nd interview? I’ll wait…..
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The right staffing is about aligning structure with workload. Before I approve a new role I ask five questions: 1. Are deadlines slipping? 2. Who’s stretched too thin? 3. Any skill gaps creating risk? 4. Can tech or outside help fill the gap? 5. Are we meeting goals sustainably?
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Local jobs and small businesses depend on community banks to survive. Unfortunately they all face the same threat. They lend to small businesses, create local jobs, and help money stay in local communities. But many are feeling pressure from bigger banks and tougher regulations.
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How do you react to challenges? Do you- Learn ⬆️ __________________________________________________ Blame ⬇️ When life or business sends us a challenge Work to be above the line!
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Every burnout problem I’ve seen started as a math problem. The math never adds up. And that's where you need to start. Every quarter, I review labor, revenue, and performance. Then I look at how they match up across the business. If those ratios don't line up, I take it as a
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Leadership thought for the week - Be as soft as you can but as firm as necessary.
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I’ve seen leaders obsess over numbers and forget who they serve. My foundation is built on something much older. Faith, family, and humility aren’t topics you usually hear from CEOs in regulated industries. But for me, they’re the foundation for every decision I make. Faith
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