Wednesday, July 8, 2009

Question: How should we build a long distance relationship with a bank or credit union who is not does not have an office in our local area?

Answer: Excellent question! You want to provide your primary banking relationship with excellent information to build a basis for your working relationship. Churches need to do this long before they need to ask for a loan.

They would have a representative that oversees your region and who regularly travel to your local area. Request an appointment with them when they are scheduled to be in the area next and take them to lunch...and you pay for lunch.

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