What Your Banker Wants You to Know

How would you like to get more referrals from your banker? I know. You’re rolling your eyes. Here’s the thing: If you give referrals to a banker, he/she will bend over backwards to send business to you. Are you now wondering how to find the ideal referral for a banker? That’s exactly what we are going to teach you on today’s Inside BS Show.

On this show, Dave Lorenzo has a great conversation with Dror Zetouni and they discuss business development and sending referrals to and receiving referrals from a banker.

Timestamps:

00:00 – What Your Banker Wants You to Know
01:20 – All About Bank Leumi
02:19 – What Was Dror’s Previous Job (Before Working with Bank Leumi)?
04:00 – Why Banking is a Relationship Business
06:00 – How Dave Works with Bankers and Gets Them to Return His Call
08:40 – How Dror Uses Introductions to Other People as a Way to Grow His Business
09:35 – Here are the Different Lines of Business You Can Follow to Work with a Banker 
11:00 – What is Private Banking?
14:13 – What is Conscious Investing?
14:40 – What is a Typical Day in the Life of a Banker?
15:40 – How Dror Approaches Unmet Prospects
19:50 – What Does Dror Do to Get Great Referrals?
21:30 – The Value of Face-to-Face Meetings
22:27 – Who is Dror’s Ideal Client?
24:40 – What Do You Listen for If You Want to Find a Referral for a Banker?
30:00 – When is the Best Time to Connect with a Banker? 31:00 How Dror Pursued a Banking Client for Six Years and Finally Landed Him                                                                33:38 What Should a Business Owner Do to Make Sure They Have a Great Relationship with a Banker?                      36:00 Dror Discusses the Bank Leumi and Valley National Bank Merger

Dror Zetouni Vice President, Relationship Executive Bank Leumi USA (847) 209-1408 dror.zetouni@leumiusa.com

About Dror Zetouni Dror has worked at Bank Leumi for over twelve years. He currently serves as a Vice President, Relationship Executive, where he helps businesses identify their right banking needs as well as executive network and expand their professional connections to help drive business growth.

Dror is passionate about helping his clients achieve their financial goals by outlining their right banking strategy, as well as expanding their professional network across other individuals that will be of support to their business.

Prior to joining Bank Leumi, Dror headed the American – Israel Chamber of Commerce in the Midwest.

Dror holds a Bachelor’s Degree in Political Science and Economics from the University of Illinois at Chicago. Dror also holds an MA in Middle Eastern History from Tel Aviv University and an MBA from the Kellogg-Recanati Program. He was born in Israel and came to the USA as a teenager. He has identical twin daughters age 20 and a 15 year old son, who is an avid Chicago Bulls fan.

📺Watch and Enjoy!