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Demystifying Private Banking: What You Need to Know

Demystifying Private Banking: What You Need to Know

FromYour Money. Your Mission.


Demystifying Private Banking: What You Need to Know

FromYour Money. Your Mission.

ratings:
Length:
15 minutes
Released:
Aug 23, 2023
Format:
Podcast episode

Description

What is private banking and is it right for you? How does it exactly work and what are the benefits? In this episode of “Your Money. Your Mission.”, Kelly speaks with Jackie Ruppel, Senior Vice President of Private Banking at Johnson Financial Group, to discuss benefits of private banking and how it can provide personalized financial solutions to clients. Jackie explains that while larger institutions are shifting resources to bigger areas, Johnson Financial Group maintains a personalized approach and emphasizes community-level service. Jackie highlights that private banking offers a single point of contact for clients, aligning short-term needs with long-term financial goals. They discuss the value of having experts on the team to provide actionable advice and customized solutions, whether it's for business owners, professionals, or those seeking assistance with various financial decisions like home purchases, credit management, and wealth growth. Tune in to learn more about the ins and outs of Private Banking and if it is a good fit for you! Submit a question on Your Money. Your Mission.
Released:
Aug 23, 2023
Format:
Podcast episode

Titles in the series (15)

The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about --  financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial tools to help you have confidence in your financial future.