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How many of us truly have a relationship with the financial institution that we primarily bank with? Many of us don't even consider this a necessity. We deposit money in our accounts via direct deposit, ATM, or an app and spend our money accordingly with most of our transactions being made online, through an app, via a storefront, or writing checks. Rarely, do we actually need to go inside a branch to talk to anyone. But is this how we should view our relationship with our bank? At the end of the day, at some point, we all will want/need to borrow money and often times the relationships we have or don't have with the banks can either help or hurt our cause. Listen in as Eva shares her reason for having seven different accounts and how she leverages the relationships she has with the banks to continue to level up...
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By Eva Palacios4.9
6060 ratings
How many of us truly have a relationship with the financial institution that we primarily bank with? Many of us don't even consider this a necessity. We deposit money in our accounts via direct deposit, ATM, or an app and spend our money accordingly with most of our transactions being made online, through an app, via a storefront, or writing checks. Rarely, do we actually need to go inside a branch to talk to anyone. But is this how we should view our relationship with our bank? At the end of the day, at some point, we all will want/need to borrow money and often times the relationships we have or don't have with the banks can either help or hurt our cause. Listen in as Eva shares her reason for having seven different accounts and how she leverages the relationships she has with the banks to continue to level up...
Listener Perks: