Episode Spotlight

We all get tons of marketing messages from banks wanting our small business patronage. But that doesn’t mean you should just roll over and sign up willy nilly.

Listen in as we talk to an executive from a small business bank. But here’s the cool part: We keep the banker’s identity cloaked in secrecy so he can offer his insider’s advice, unedited. He tells us the real story about how to find a bank to best serve your business objectives.

We nickname him, “the banker”, and discuss how to stand out as an individual rather than just being treated as a number. We talk about relationship building and getting to the top person at the branch. We contrast progressive community-oriented banks with the national behemoth banks. And we get a surprising response on the value of your business plan to the banker.

One of the most important relationships you have in business is the one with the bank – this episode should help you make a great selection of the right bank for your goals.