Today, banks have shifted away from just opening basic accounts to
operating more like a relationship bank. Meaning, bankers take the time to understand your whole financial situation before making financial recommendations.
Share with me one of your experiences with a bank or with making an investment. Tell me how the experience was and if someone was able to advise and guide you to plan for your finances. Maybe you invested in something like a stock or 401K. Was someone able to guide you and how was your experience overall? What hesitations did you have and what good came of it?
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