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This is an essential module which features in all of our advice packages.
The purpose of this module is to help you develop a strong and mutually respectful relationship with your bank.
Your banking relationship is fundamental to the success of your business and knowing how it works and being able to nurture and control it is essential.
This module will help you get the best service levels and also introduce you to the duplicity of bank manager “speak” and how to interpret it to your benefit.
Content Headings of Module
- Feedback from you about our advice
- Frequently asked questions
- Introduction
- Fundamental to your business
- Manager and back up team, communications and response times
- Bank Staff turnover
- Expertise in your business
- Expertise in banking
- Loyalty
- Mutual Respect, Truth and Trust
- Bank Manager “speak”
- A Beginner's Guide to Banking Parlance
- An essential aide to your next bank review or negotiation
- Service requirements
- Dealing with service failures
- Balancing Service against Costs
- Draft Bank Letter Suggestions
- Summary
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