RADIO SHOW/AUDIO PODCAST
Solutions...with Courtney Anderson! (SwCA)
Episode 210 -
Originally aired 11/10/2014 9:00 AM -
FINANCIAL FIERCENESS! series -
"Why You Need A Private Banker!”
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TALK SHOW EPISODE NOTESOur FINANCIAL FIERCENESS!™ series integrates our financial goals into our development plan for surpassing our goals. We deal with the specific issues we need to explore in order to achieve (and surpass) our financial goals.
This episode is, "Why You Need A Private Banker!” In this show we discuss A Stone* of Solutions™ regarding: 1) When I learned about Private Bankers. 2) What I learned from my grandmother, Edythe Heslip. 3) Revisit our show: “You Get No More Out of Life Than You Demand.” - Edythe Heslip RADIO SHOW/AUDIO PODCAST Solutions...with Courtney Anderson! (SwCA) Episode 148 - Originally aired 7/17/2014 9:00 AM 4) How infrequent deposits and/or irregular amounts impact your banking. 5) What a Private Banker may do for you. 6) What you may do for a Private Banker. 7) Why Private Banking is a relationship and not a transaction. 8) How to identify and interview potential Private Bankers. 9) When to be aware of potential financial fraud. 10) How to help protect yourself from potential financial fraud. 11) Why my best Private Banker brought currency (EUR) to my home. 12) How your Private Banker helps with your personal and commercial decisions. 13) What type of Private Banker should you be wary of. 14) Why don’t you have Private Banker? BONUS: Some of my personal Private Banker recommendations are: - Broadway Bank (Texas) - I worked with Dave Edwards: http://www.broadwaybank.com/privatebanking/OurPrivateBankers.html - Mutual of Omaha Bank: http://mutualofomahabank.com/individuals/wealth-management/private-banking - Nevada State Bank: - https://private.nsbank.com/bank - Merrill Lynch (Bank of America Corporation) - My personal friend in Las Vegas, NV is Lorri Jackson, Assistant Vice President - http://www.wealthmanagement.ml.com/wm/system/viewfapage.aspx?pageurl=lorri_jackson Let's bank on your success in this show! *A stone is unit of measure equaling 14 pounds (so we have 14 elements in our one stone of solutions!). |
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