Part 10/11:
Avoid choosing top-tier lawyers or CPAs for bank introductions—they may not have the insights to ensure successful banking applications.
Lesson 26: Act Quickly on Banking Needs
Don’t delay in securing necessary bank accounts. Waiting could lead to changing policies that may affect your eligibility or requirements down the road.
Lesson 27: Custom Solutions are Key
Each banking situation is unique. Instead of following generalized opinions on where to bank, evaluate your needs and tailor your banking choices accordingly.