Benefits of dating a banker




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Web chat Sorry, web chat is only available on internet browsers with JavaScript. However, they also help guide clients through financial planning, investment needs, trust and estate planning and other areas of financial expertise. Smart Business spoke with Hall about the role of a private banker in the lives of busy professionals.

Busy professionals benefit the most from a private banking relationship. These people spend most of their time running their businesses and are looking for a knowledgeable banking resource to help simplify their financial life so they can focus their extra time on hobbies and family.

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They are experts in their line of business and are looking for someone knowledgeable who they can trust to help them manage their finances. Private bankers are typically part of a wealth team that should have access to a financial planner, trust planning and administration, investment portfolio management and retirement planning. Rather, their seat at the table helps busy professionals evaluate and manage their financial lives and relationships. Once a relationship is established, what should the client expect from the private banker?

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