Marcel Proskow identifies the three advisors every entrepreneur needs: a good accountant, a good banker, and a good lawyer for documents. When RBC tried to reassign his banker, he threatened to move his business elsewhere and won.
Chapters
When I first started the business that that exists today, I came up with the. The personal realization that I needed three key people. I needed a good accountant. I needed a good banker. I needed a good lawyer. The lawyer I didn't even really want to have to use, but you need to have one in case an emergency comes along. And fortunately, I very rarely use my lawyer, except for really, legal documents. I started the relationship with a banker, and after a few years, they tried to take him away from me and give me another banker because they wanted to move him up the ladder. And I said, well, is he staying with rbc? And they said, yes. I said, well, then why can't he stay with me? And they said, well, because, you know, your demands aren't that high and we can give you someone else. And I looked at RBC and I actually said, well, here's the deal. If you're going to take away my banker, I'm going to go find a new one. And I might go to other branches like TD or, you know, Scotiabank or any of these ones to try to find that person. They left the banker with me.