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Should You Shop for a New Bank in 2017?

As the New Year is upon us, many are making New Year’s resolutions. Should shopping for a new bank be on your list for 2017? With lots of recent mergers and acquisitions among banks, many people are faced with new procedures and products. Do you have a banker who can help navigate through the process?

When meeting with clients and prospects, I always stress the importance of building a relationship. This approach, known as relationship banking, offers personalized service to customers and provides a broad array of financial products and services that go beyond simple checking and savings accounts. For…

Knowing What You Don’t Know

My son recently injured his knee. The first orthopedic surgeon we met evaluated the injury closely and referred us outside of his practice to a surgeon at the Children’s Hospital of Philadelphia (CHOP). The orthopedist said he was capable of doing the surgery, but felt it was in our son’s best interest to see the surgeon at C.H.O.P. Due to the complex nature of the injury and that my son is a young, growing athlete, there would be “game time” decisions to be made during the operation, and the C.H.O.P. surgeon’s extensive experience with cases of this profile increased…

Same Banker Different Bank?

When I sit down with the senior management of a company, one of the things I like to understand is how they ended up with their current bank. The answer can frequently provide valuable insight into the decision making process at the business. While there are a variety of reasons, it has been my experience that a number of themes surface. These include:

  • I have been with this bank since I started my business. Frequently the name of the bank may have changed because of acquisition, but the origin of the relationship remains with that institution.
  • I had a…

Banking on the College Experience

As summer quickly passes by, former high school seniors will soon walk through a door to a new beginning – college. Along with the college experience comes increased responsibilities including living miles from home, new expenses and temptations. Here are a few tips to prepare for managing your bank account at college:

Find an account that fits your needs by asking yourself these questions:

  • How do you plan on using your account?
    • ATM withdrawals
    • PIN based purchases
  • How do you plan on accessing and managing your account?
    • Online banking
    • Mobile app
  • What additional benefits and features does your account offer?

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