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The Banker as a Trusted Advisor – Myths and Realities in Small and Middle Market Banking
Glenn Staada
August 25th, 2010
In commercial banking conventional thinking leads one to believe that to become a trusted advisor, one must deliver thought leadership, consultation around business operations, and provide an "outside-in" perspective on market and economy issues. Strategic interactions are thought to be the foundation of the trusted advisor relationship. For Bankers, the implications of becoming a trusted advisor are much different. A greater focus is placed on consistent execution and stable relationships. Most banks have an idea of the behaviors they believe will drive clients to view their ...
From the clients' perspective, however, being a trusted advisor means you should know them, look out for them, secure credit for them, service all of their needs, and guide them through the bank's resources.Sign Up!
