Mechanics of Establishing Your First Financial Relationship

Setting up your first financial relationship.

Most important rules:

1. Never share a doubt with anyone. EVER. Not even a hint of one.
2. Not even to a friend or wife.
3. Most especially not your financial institution.
4. Surround yourself with the best possible performers. 
5. Get access to a line of credit before you need it. The hungry never get fed.
6. The more you want to borrow, the easier it is.
7. Don't be ready. Be comfortable being uncomfortable. 
8. Make the right first impression. DRESS LIKE A HEAD OF STATE. Look like the lender.

Video 1: Familiarize Yourself With Establishing Your First Financial Relationship

Quick Reference Videos:

The Overall Strategy:
Know what you want to achieve with each deal. This will help keep you focused. This plan can change. Man plans. God laughs.

Overview: Establishing First Financial Relationships: The Dream Team!


Dream Team 1:
First Stop on the Dream Team List: Securing Your Top Accounting Firm. (Don't haggle over fees, BTW. Establish a reputation for not doing so. The scarcity mindset is a poverty mindset, and unattractive.)


Get ego out of the way, admit that you will never be "ready", and let the team do the heavy mental lifting for you.

Dream Team 2: Contacting your first company law firm...


Dream Team 3: Setting up your board of directors


Scheduling appointment with financial institution.