Digital Guides
Get To Know Your Banker Guide
Does contacting a bank about money make you nervous? Do you know which questions to ask your banker? Are you looking to establish a strong and trustworthy relationship with your banker?
Our comprehensive workbook can help you achieve that goal! With easy-to-follow prompts, you will learn effective communication techniques, gain a better understanding of the financial services that banks offer, and know the exact questions to ask when you call your business banker. This workbook covers all the essential topics for managing your existing business bank account or getting a new one. Our tips and tricks can help you overcome any potential roadblocks along the way. Invest in your financial future and get to know your banker with our helpful workbook. The bank is one way to unlock your potential and get the cash you need to run your business.
You will get a PDF (4MB) file that will walk you through all the fundamentals of meeting and working with your banker in no time. With our The Fund Finders®: Get to Know Your Banker Workbook, the road to cultivating a trusting relationship with your banker and getting the financial support you need for your business is easier than ever! So, what are you waiting for? Buy our workbook today and unlock the power of banking.
Let's Collaborate! Training & Guide Partnerships
Interested in Partnership Opportunities?
Let's explore ways to integrate our proven financial guides and training into your programs. We can email a course catalog upon request!
We desire partners who want to enhance client offerings with expert financial resources from practitioners. Our training focuses on the step-by-step instructions for securing funding, government contracting, coupled with strong accountability and a community! We do not provide overview training!
Indicate your partnership interest in the Tell Us About Your Request Section (i.e. Training Integration, Guide Licensing, Consultation with Affinity Consulting, or Other).
