How To Contact a New Bank For Funding (eBook)

A Practical Guide For Enterpreneurs, SMEs and Finance Managers

Dory Smart (Autor)

eBook Download: EPUB

2025 | 1. Auflage
3029 Seiten
Publishdrive (Verlag)
978-0-00-107694-5 (ISBN)

Infos

How to Contact a New Bank for Funding gives entrepreneurs, SMEs, and financial managers a simple method to approach a new bank the right way. Forget cold walk-ins and generic emails-banks finance trust. This concise guide shows you how to build it before the first meeting and open doors through relationships.

You'll learn how to:

Avoid the 'walk-in client' trap that stalls files.

Signal credibility from the first message.

Use a strong referral to reach the right relationship manager.

Run a short introductory call that sets expectations.

Choose the best referrer (clients, suppliers, advisers, shareholders).

Time your first meeting so the introduction stays fresh.

By following this step-by-step contact plan, your company is treated as a priority client-not a stranger-improving engagement, speeding review, and laying the foundation for long-term banking support. Clear, practical, and easy to apply in a single afternoon, this book is your playbook for making first contact count.

Produkt-Details

• Erscheint lt. Verlag: 7.10.2025
• Sprache: englisch
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management
• ISBN-10: 0-00-107694-9 / 0001076949
• ISBN-13: 978-0-00-107694-5 / 9780001076945