Pirouz says the Truist Securities team starts every relationship by learning as much as they can about the client. “We spend a lot of time making sure we understand what their long-term goals and objectives are so that we can provide the right advice, find the right solution, and deploy the right teams on their behalf,” says Pirouz.
As your business grows and changes, you may require the help of different segments within Truist Securities at various points of your lifecycle. Perhaps your company needs to raise money through the Capital Markets group. Later in your company’s evolution, there may be an acquisition that could help you grow. This is where collaboration is critical. Your banker can bring in the appropriate team members for your needs and, after explaining what your business’s long-term goals are, the team can discuss ideas.
Sometimes, you may have a pre-conceived notion of what you believe you need for a solution. The value of bringing a diverse team together with knowledge of your business and industry is that they can collectively brainstorm a variety of solutions to find the one that fits your challenge—while keeping an eye on how it will impact your ability to pursue long-term goals.
