Introduction: The Financial Weight of Doubt Few decisions generate as much hesitation as the choice to switch banking providers or investment advisors. Unlike shopping for consumer goods or even selecting a healthcare provider, financial relationships carry a unique gravity. They involve trust, confidentiality, credit, and the stewardship of wealth that can span generations. Understandably, clientsContinue reading “Overcoming Uncertainty and Doubt With Your Experienced Senior Relationship Manager”
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Banking in the Stone Age: My Life as Fred Flintstone in a Modern Financial World
When people think of a banking relationship manager, they imagine sharp suits, polished meetings, and cutting-edge fintech tools. They don’t imagine Bedrock, brontosaurus construction equipment, or a car powered by two bare feet. Yet, my career in banking has often felt more like living in the Stone Age with Fred Flintstone than gliding through the sleek world of modern finance.
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