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Beat Back the Competition
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Play to Your Strengths
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The Wealthy Want Different Things from Banks
"There are some banks that are trying to get into this business by populating their commercial branches with individuals who can both lend and advise on securities, who are dually registered," she says. "I have conversations with clients all the time that say, 'We're not going to talk to them about our family trust that holds $100 million for the benefit of our children.'"
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Control Your Own Credit Card
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Everyone Likes a Discount
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Keep Your Customers Close
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Be Careful About Crossing Regulators' $50 Billion Line
"The $50 billion line is a very bright line. If you're going to make that leap, you want to do it deliberately and with a lot of forethought."
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