Rob Severson
How I work with clients
I specialize in helping my clients find just the right solution for their business financing needs. Because I care about creating just the right match between my clients and their financing, I am going to take some time to get to know them and their business. I am going to work with my clients, teaching them “how to fish.” In this case that means teaching them how to put banking and financing strategies to work for themselves, and coaching them as they effectively present a win-win deal on their own.
Step 1: Getting to know you
When I talk with a business person who is seeking financing, I use my own version of “country boy logic” to screen for a good partnership:
“Country boy logic” is simple. I ask myself these questions in considering your situation:
- Do you have a business that will work?
- Do you appear to be honest?
- Do I know anyone that would be interested in your project or who could refer me to someone who would?
If I don’t think that I can help you because one of the answers to these questions is “no,” I won’t waste your time or money by taking on your project. So, if I take you on as a client, I really have to believe that we can come up with a successful end result.
My network of financiers is very valuable and was earned by bringing prospects who are honest and have a reasonable plan to be considered. This is why my financing contacts respond quickly to me - they trust my “country boy logic” screening process.
Step 2: Working with you
As your financing coach, this is what I will do….
- I’ll work with you to strategize the best course of action for your business needs;
- I’ll match you with the best potential resources I know for your particular loan needs. One of the biggest values I offer to my clients is getting them to the right people quickly, and with my implicit recommendation;
- I’ll advise you on how to effectively prepare your information for a presentation so that you have a first-hand understanding of the data;
- I’ll help demystify the financing and banking world; helping you to integrate theory into practice for your business;
- I’ll make sure that you understand what you are presenting and are capable of answering questions you might be asked;
- I’ll be your advocate until the job is done…until the best possible deal is attained for you and your business.
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