Budget Your Business

Bank Series Recap: What Every Banker Told Me (And What It Means for You)

26 min · 23. huhti 2026
jakson Bank Series Recap: What Every Banker Told Me (And What It Means for You) kansikuva

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E#53: In this episode, Scott Geller wraps up the series he conducted with banking experts. He distills conversations with bankers across community, regional, CDFI, and large institutions (via a new and unique conversation style) into one clear takeaway. He breaks down how different banks serve different stages of growth, highlights why relationships with proactive bankers matter more than most owners realize, and challenges common misconceptions around lending. The episode closes with practical guidance on what actually gets deals done and helping business owners think more strategically about their banking partnerships.  Let Scott know what you thought of the Banking Series and whether you would like to listen to other series - throw in series ideas even! You can email him at scott.geller@capitisadvisors.com [scott.geller@capitisadvisors.com].  Book Recommendation: The Man Who Knew by Sebastian Mallaby Find out more about Scott Geller:  https://www.linkedin.com/in/scott-geller-cfo/ [https://www.linkedin.com/in/scott-geller-cfo/] scott.geller@capitisadvisors.com [scott.geller@capitisadvisors.com]  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ [https://budgetyourbusinesspodcast.buzzsprout.com/] Send us Fan Mail [https://www.buzzsprout.com/2352056/fan_mail/new]

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