Truist Business Lifecycle Advisory starts with your relationship manager understanding where your business has been, what it needs right now, and where you envision it going. This means they’ll ask you a series of questions about your personal and professional goals—and really listen to your answers.
Your Truist relationship manager will use this information to provide you with a document of customized advice and solutions—called Truist Business Insights—which you can view as a printed or digital report. It will also include insights on your industry, community, distribution footprint, insurance and risk, and more.
As you move through the business lifecycle, you’ll continue to have these types of in-depth conversations, and your Truist Business Insights report will evolve to reflect your new needs and goals.
Topics your Truist relationship manager may want to discuss
This list includes challenges that are both professional and personal—because, for many business owners, they’re intertwined.
Tip: Learn about the various types of Truist teammates your relationship manager may bring to your table and what they can do for you.
Questions your Truist relationship manager may ask you
Our goal is to get to know what matters most to you so we can help you build the future you want. Your answers to questions like these will help your relationship manager craft the Truist Business Insights that will be most helpful to you—and guide them when to bring in internal and external partners to get your business to the next level. It can also be helpful to ask yourself these questions periodically, to assess your changing needs.