What if I told you...

"BANKING DOESN'T HAVE TO BE JUST BANKING"

Check out how I was able to help some of my clients:

If you're not convinced, then let's start here:

“Would you like to add fries or a drink with that?”

If you've ever visited a fast food restaurant, its a strong possibility that your experience has be complimented by the most basic sales pitch ever developed, “Would you like to add fries or a drink with that?”

Despite what you’re in the mood for, a basic assumption is made that you haven’t ordered everything you want.  So without any notion of the multiple variables that may exist, additional items are recommended... 

Commercial bankers and business bankers have adopted the “Would you like fries with that?” sales approach.  Bankers today go into sales meetings assuming you need a line of credit, that you want to refinance all your term loans and that your not happy with the treasury management solutions you currently have.

Does any of this sound familiar?

OK, let’s be honest…What's the best option that describes the relationship with you banker:

  • The relationship is one-dimensional...
  • I don't think they understand my business...
  • They don't add value to me or my business...
  • They never come to visit...
  • I don't know if I have an assigned Banker...

Well if you said anything other than, “A great partnership…” You've come to the right place!

Assuming you have a banker, it's likely it may look a little like this:

  • They only call when they need financials or some sort of documentation
  • They’re never apart of major financial decisions your company is pondering
  • Is an order taker when financial needs arise
  • After they sell you a product or service, there’s little to no follow-up to see how things are going

I told myself a while ago that I’m going to win clients from my competitors by providing a simple yet powerful strategy….That service leads to sales!

The greatest compliment to any relationship is the measurable ​difference made by a partnership.  And that's my diamond in the rough!  It's not complicated nor provocative...It's a process that attempts to add value to you and your organization in the daily attempt to achieve your goals no matter what they may be.  I do that by executing on the following:   

  • HELP NAVIGATE FINANCIAL CHANGE
  • WHILE PROVIDING MEANINGFUL SOLUTIONS
  • USING A CONSULATATIVE APPROACH

Starting to realize the potential here?  Here's how I can help:

COMMERCIAL FINANCE

Flexible solutions that can help your organization run smoothly and capitalize on important opportunities.

CASH MANAGEMENT

Is your business up to date with the rapid changes in financial technology? Let me help you keep up.

RISK MANAGEMENT

Protected from fraud? Let’s chat about the strategies you need in place for a peace of mind.

Are you ready to take your organization to new heights? If so, you need a partner who will do the blocking and tackling for you, finally giving you the time and tools to:

FOCUS ON REVENUE GENERATING ACTIVITIES!  

STILL DON'T BELIEVE ME?

 I want to offer your business some value upfront!  Here's some tips and recommendations I've made to my clients and prospects around how to save time, save money or makes things easier:

ARE YOU READY TO ESCAPE YOUR BAD BANKER?

Banking doesn't have to be just banking!  Find out how by simply clicking on the link below and scheduling a meeting  to discuss the goals of your business and the banking solutions available to help you achieve success!