James Webster

Business Financing Expert | CEO | ROK Financial
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James Webster, founder and CEO of ROK Financial has almost two decades of experience within the financial services industry. His passion for helping small business owners and his innovative way of thinking, has allowed him to run multiple successful businesses including National Business Capital & Services. Under the National name, the team was able to help secure over $1 Billion in financing for small businesses nationwide.

James and the team have always felt a need for a hands on and consultative approach while leveraging technology to help streamline the process. This has allowed them to develop strategic ways to seamlessly move files to specific lenders based on the clients needs. On average the team processes more than 400 transactions/month resulting in hundreds of millions of dollars distributed to small businesses on a monthly basis.

When it came time to creating the team at ROK Financial, James chose to surround himself with like-minded individuals with the same values and vision. Having the ability to hand-pick the most experienced, knowledgeable small business and commercial financing staff in the industry was a dream come true. He now knows, the strongest staff stands proudly behind the ROK Financial name and is excited to continue to serve small business owners for years to come!

In 2019, James was honored to be chosen as the co-chairman of the Small Business Financing Association Broker Council, a non-profit advocacy organization dedicated to ensuring small businesses can access financing solutions that are clear, secure, and fair. In this role, James establishes responsible and transparent practices for alternative lending brokers, while also educating policymakers and regulators about the technology-driven platforms and commercial lending programs that have emerged in the small business lending market.

James was born and raised on Long Island where he currently lives with his wife, Melissa, and their two children, Lilyanna and Jameson. He is an active member of the Long Island community and feels a special connection to local businesses. James not only personally spends his time with local charities and organizations but loves to include the ROK Financial team whenever possible. James enjoys the outdoors, skiing, boating, traveling (which has unfortunately come to a halt due to the pandemic, but looks forward to traveling once again when it is safe to do so), and sporting events, but above all, spending time with his family.

Articles Written By James Webster

Building your business credit takes time, but it’s worth the effort. It opens many doors as it plays a fundamental role in a company’s funding ability, allowing entrepreneurs to hire employees, purchase necessary equipment, machinery, and inventory, launch marketing campaigns, and maintain a steady cash flow while generating and growing revenue. Up to 56% of...
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Positive business culture is characterized by a sense of caring, comfort, and collaborative effort. This type of work environment fosters an atmosphere where employees feel like they can bring their whole selves to work and know that they will be accepted for who they are. It also helps establish clear boundaries between personal and professional...
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Every business needs some form of a social media strategy. Building an online presence is critical to elevating brand awareness, establishing trust with customers, and guiding prospects through the sales funnel. Social media marketing and branding is a long-term game that takes patience and consistency. Your company has a unique story to tell, and social...
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Small business success is all about building strong relationships with your customers. When you are a local business, it is critical to have meaningful interactions with the community. No matter what type of good or service you provide, there are unique ways to position your brand through local small business community events. We dive into...
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Have you been spending all of your time working on your small business? It can be easy to focus on a few tasks from marketing to product development to comparing low interest business loans. But don't neglect researching the best retirement plans for small business owners. You may love working on your business now. But...
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Year-end tax planning for small business owners can be stressful. However, developing a smart plan doesn't necessarily have to be overwhelming. In fact, small business tax planning helps you protect your business, prepare for the future and save money come tax time. If you own a small business, you want to optimize your revenue and...
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Standard Operating Procedures (SOPs) are essential in all types of businesses. If you get good at using SOP in business, then it will provide guidance for what to do within all company processes.  SOPs can help with methods of operation, work-group responsibilities, safety measures, and operating guidelines for any given process.  In this article, you’ll...
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Motivation is one of the most crucial aspects of an employee’s day-to-day life. Without it, employees won’t put effort into work that you hope they do.  They could even leave your company as they look for a better opportunity.  This article will explore how to motivate employees and show them that leadership cares about them...
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Which entrepreneur doesn’t fantasize about starting a business and see it venture to something big without any mishaps? While this is a great vision, most business owners have one stumbling block: money. In fact, according to SBA (Small Business Administration) in a 2020 report, small business owners borrowed $645 Billion to help support their businesses....
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If you’ve been in your business or career for a long time, you might be feeling bored or burnt out. It happens to most people who have been working at one thing for a long time. Or, maybe it hasn’t been all that long, but something just isn’t clicking. If you’re finding yourself stuck in...
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