A good relationship with your banker is not only about what you do, it’s about what you don’t do. Avoid these missteps to better cultivate your relationship….Read more »
Minimize Risk to Your Banker with Succession Planning
Developing a succession plan helps to improve your relationship with your banker by minimizing their risk and protects your business and personal wealth….Read more »
Your Banker Wants a Proactive Approach
Bankers like business owners with a plan. A plan demonstrates that you are proactive and increases the odds of business success….Read more »
Appreciate Your Banker
Because your banker is an important partner in your business success, don’t forget to express your appreciation for them. This builds business relationships….Read more »
Communicate Your Customer Focus
Your banker wants to know how you are focusing on your customer needs because a strategy focused on meeting those needs breeds business success….Read more »
Demonstrate Professionalism with Your Banker
Demonstrating professionalism through respect and preparation will build your relationship with your banker and increase your odds of business success….Read more »
Work with Trusted Business Advisors
Success is not achieved alone. Continuous business growth and success depends on the guidance of a team of advisors with varied expertise….Read more »
Good Business Practices Create Trust
Your banker wants to see that your business engages in good business practices: those practices will boost your banker’s confidence in your business success….Read more »
Communicate Both the Good and Bad
To develop a good relationship with your banker, proactive communication is vital, and this relationship is a cornerstone of business success….Read more »
Review Your Business Credit History
Understanding what goes into a banker’s decision on extending credit will help you make decisions to set you up for business success….Read more »