Personalized Banking Services for High Net Worth Individuals With Bill Kresser

Bill Kresser is a seasoned private banker at Origin Bank, with over two decades of experience providing tailored banking services and strategies to high net worth individuals and business owners. Kresser's perspective on private banking services and strategies is shaped by his focus on providing high touch, personalized services to his clients, simplifying banking processes, and a huge emphasis on convenience for the client. He takes a conservative approach when it comes to lending for investments such as rental properties, ensuring that the cash flow makes sense and considering potential regulatory risks. Kresser also highlights the availability of unsecured lines of credit for business owners and high net worth individuals, which can be used for various purposes without impacting personal credit. Join Rob Schulz and Bill Kresser on this episode of the Priorities and Lifestyle podcast to learn more about his unique approach to private banking.

 

"You got to be able to sleep at night, and you and I, it's just our job to help them when it comes to financial questions, to be able to give them that peace of mind and make sure that whatever their risk is that we're eluding it or diverting it." - Bill Kresser

 

This week on Priorities Lifestyle:

 

Bill Shares Why An Unsecured Line Of Credit Is So Valuable For High Net Worth Individuals

Gaining And Maintaining Loyalty From Your Clients As A Banker

The Impact Of Low Interest Rates On Residential Real Estate

The Importance of Maintaining Communication And Education Between Bankers and Clients

Diversification In Banking

Setting Up Your Children For Financial Success

Post-College Planning

 

Our Favorite Quotes:

 

"But it comes down to: are you working with somebody that you know that you can trust, that is looking out for you? And that's the same business that you're in, right? It’s a people business, and getting to know people." - Bill Kresser

"That's the risk that bankers have to think about all the time. What's going to happen if this happens here?" - Rob Schulz

 

About Rob Schulz and P&L Priorities & LIfestyle Podcast

 

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company. 

 

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation. 

 

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*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.