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Why your business should be connecting with the right bank and banker?

Great relationships are what make a good life, so Why everyone is not focusing on having amazing relationships with their family, friends and community? Because it is hard.


However the benefits of it are tremendous: It can make you happier, physically healthier, and will allow you to live longer.


In business is even more important and hold very similar benefits when you connect with the right banker.


Depending on your needs, having the right connections can make your business:

-Financially healthier.

-Higher chances of longevity in business.

-Better personal experience overall with the process of seeking capital.

-It will boost your confidence in your business and your trust in the financial institution that is storing your hard earned capital.


Banking with the right bank for your industry is very important. A financial institution that can provide you with right products for your business is crucial for your short and long term success. Financial products like credit cards, line of credits, business loans, can help you start your business credit journey, and down the road expand and growth your business.


While looking out for banking fees is important, we believe is even more important to look for the value that brings the institution to your business overall in the short and long term. When meeting with the banker make sure to ask specific questions about their banking institutions such as:

-What financial products do they offer to businesses in your industry?

-What are the most sought-after financial products that businesses in your industry want?

-Why is your bank a great fit for my business at my current stage?

-Besides lending products for my business, how else can you help me build wealth?

-Why businesses have left this bank in the past? etc.



Having a banking professional that understand your industry and care about your goals is even more important. The era of banks treating people like transactions are going to be over soon, and you are NOT a number, you are person with desires, needs, and goals to achieve in this life.


If you have decided to start your business which we understand is hard, make sure that the people that are safeguarding your money understand that better than anyone else.


Remember banking is also a business, and they should be earning your money just like you do with your clients.


Set yourself and your business up for success by connecting with the right bank and banker that can take you from 0 to Yee Goals.


Ask questions like;

-Why I should be banking with your institution, why should I be doing business with you?

-How responsive are you with your clients request?

-Tell me about a time when client was in a rush to get access to capital and you knew that the answer was no prior to submitting his loan request? etc.

If you want to know about what are the best banks, credit unions, CDFIs for your business and the best financial professionals for you, then go to YeeGoals.com we connect businesses with the best banks and bankers, you will get the best rates and funding for your industry, and stellar customer experience Financial Connections that can last and benefit you for a lifetime.


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