The
RADICA L
Experience!
PRIORITIZE | FOCUS YOUR EFFORTS AROUND THEIR PRIORITY.
Tell me which of the following would be your highest financial priority.
TEAMMATE: CUSTOMER: DATE: 01 STEP
q Daily Money Management (Relevant)
q Achieving Your Financial Goals (Achieve)
q Ensuring You See Your Financial Dreams (Dream)
02 STEP
RELEVANT | THRIVING IN YOUR DAY TO DAY MONEY MANAGEMENT.
Tell us your story, what brings you to Paducah Bank?
Let’s talk about convenience . . . what kind of access do you need?
What level of control do you want?
How protected do you feel from overdrafts or fraud on your accounts?
Describe how you would manage any unexpected emergencies (medical, household repairs, etc)?
MEMBER FDIC
LISTEN
TheRADICALExperience!
STEP ACHIEVE | ENSURING ACHEIVEMENT OF YOUR GOALS. Tell me about any relationships outside of Paducah Bank.
What are your plans for retirement (401k, IRA)?
STEP DREAM | BUILDING A ROADMAP TO ENSURE YOU GET THERE. What major purchases are in your future and do you have plans in place for them?
04
Tell me about any plans in place to either manage or reduce your current debt.
How confident are you that you are saving enough or have access to liquidity for major events?
What are the best recommendations to ensure our client is put in the best financial position after the experiences today?
CONNECT 03
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