Your Money. Your Mission.
Demystifying Private Banking: What You Need to Know
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.
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.