How to get more from your bank
Financial Know How
Your Small Business advisor is a key member of your business support team. So it’s important that the two of you have a strong relationship. Many small business owners may not feel they have the time to meet regularly with their Small Business advisor. But it’s hard to build a relationship with someone you rarely see. It doesn’t have to be that way. By taking the time to build a full-service relationship with your Small Business advisor, you and your business can benefit in a variety of ways.
Get advice. Your Small Business advisor is an expert on both the needs of entrepreneurs and on the products and services available from Scotiabank. Review your financials and business plan with your Small Business advisor to find out if there is anything you can be doing differently.
Find out about deals. As a Small Business customer, you may qualify for a variety of special offers, such as a full year of BizLaunch BizCoaching for only $599. Your BizCoach can help you with everything from your business plan to marketing to keeping motivated and on target.
Discuss personal finances. Your Small Business advisor can help you align your personal and business goals, both through their own specialized advice and by connecting you with Scotiabank financial planning products and services. So give your banker the big picture of your financial situation and goals to ensure you get the most appropriate advice.
Invest in your future. Scotiabank offers a number of investment products that can help you grow both your business and your personal wealth. Talk to your Small Business advisor about the best plan for your situation.
Are you following all these steps? Do you good relationship with your Small Business advisor? Let us know in the comment section.