My favorite questions for commercial equipment finance and leasing professionals are:
- What is the "perfect" relationship for your company?
- What is the "perfect" transaction for your company?
- What is the "perfect" collateral for your company?
- What is the "perfect" team member for your company?
What I find fascinating is that professionals within the same company often have very different answers to these questions.
Lately, the gaps have become even more obvious:
- Credit teams define "perfect" one way,
- Sales professionals define it another,
- Management yet another.
When a team defines success differently, it becomes incredibly difficult to deliver consistent results. This misalignment is a classic sign of failed communication and lack of true stakeholder buy-in. Without a shared playbook, internal misalignment leads to:
- Chaos
- Frustration
- Reduced productivity
- Weaker bottom-line results
It is the responsibility of every internal stakeholder — leadership, sales, credit, operations — to reconnect, clarify the rules, and align on a shared definition of 'perfect', even if today's reality looks very different from yesterday’s expectations. Clear communication and shared understanding are absolutely essential for sustainable success.
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