Thursday, February 11, 2010

Questions from the Bank

We have a client that was trying to comply with requested information from their bank. The client sent the same financial information 3 times with the bank responding 3 times that what they wanted was the financial statements. So off went another set of financial statements.

Finally we suggested to the client that they ask the bank what form the bank needed to complete so they could provide the information just like their form.

Sometimes it pays to ask the person what does it "Look Like?" We don't all communicate the same. Perhaps this will cut down on your frustration and be able to provide that new person at your bank the right answer. When you are communicating and nothing seems to be going right, always try to see it from the other persons perspective.

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