It's smart business to help your banker help you

I recently read an article I really liked by Brian Christian, one of my partners in B2B CFO® about hiring the right banker.  There is a lot of grumbling about bankers today, but the truth is that banks don’t stay in business if they don’t lend out money – it’s their job!   Meeting with a prospective banker is very much like meeting with a interviewee for a managerial position in your company.  A banker becomes a valued advisor and team player so it’s important to do some upfront homework:

  • Does this bank offer the services I am interested in?
  • Does this bank have other clients in my industry?
  • Will this bank be able to service my company as it grows?
  • Is this bank a good fit for my business?
  • What do their clients say about them?  their flexibility? their responsiveness?

For the complete article, go to


Share This: