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As a small business it is important to have a good relationship with your personal banker. In this episode Carol speaks with Jeff Broomell, a personal banker with many years of experience working with small businesses and helping them achieve success. Jeff will discuss some first steps a new business owner should do with respect to their banking needs, some common mistakes they often make, and the types of bank accounts and services a business owner should consider. Jeff will review the various business loans available to a small business and the documents needed when applying, what banks look at when reviewing a loan application and what might be the roadblocks. Finally, what should you look for in a personal banker.

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12 episodes