Private Bank Wealth Management

Categories

Interesting Sites

Insider

Archives

Private Banking Thoughts

Private Banking Thoughts

Private BankingPrivate Banking Thoughts to muse over. Do you get what bankers should be offering you and taking care of their clients – YOU?

Private Banking toughts – Time to get your dues – financially, and with great service too! (Have your cake and eat it).
  
Private Banking thoughts – bank connections – a Bently at wholesale anyone?
   
Private Banking thoughts – banker called to offer you a plan from associates for a great phone plan – saves over 75% – well yeah!
   
Private Banking thoughts – well, you’re cordially invited to a bash at the local golf club – come meet some great business people.
   
Private Banking thoughts – your banker just called to give you some baseball game tickets…yeah right.
   
Private Banking thoughts – does your banker ever call you about a great vacation deal they just got wind of?
   
Private Banking toughts – hmm…does your bank ever move funds to a higher paying interest/income investment automatically?
   
Private Banking thoughts – did your bank ever repay your overcharge because they goofed on your mortgage to another company?
   
Private Banking thoughts – when was the last time your bank refunded you for an overcharge willingly?

If you enjoyed this post, make sure you subscribe to my RSS feed!

Technorati Tags:

Reader Feedback

2 Responses to “Private Banking Thoughts”

  1. Nancy Fox says:

    Business owners don’t often realize the difference between banking and private banking.

    Suggest they be educated at the point when they are about to open account.

    Accountants can be excellent suggesters/referrers.

    Nancy Fox
    Founder
    HubSTREET.com

  2. Stephen Chua says:

    Nancy,

    Must agree with with you – very sad when things go wrong for lack of a simple piece of advice.

    Very sad too that it’s something lost from the banking industry in general (yes, I go back that far – lol).

    Accountants in the know can be great resources, but most will keep it to themselves – I see you’re not one of them.

Leave a Reply

Need a Mortgage in a Hurry? Refinance, Investment, LifeStyle – Over 40 Lenders – Click Here

Categories