5 Steps to Private Banking at Golden Networking's Private Banking Forum in New York, November 18th

Share thoughts, ideas and perspectives on how Private Banking can move forward and meet client expectations while still contributing to the bottom line at Golden Networking's 2nd Banking Leaders Forum, "Private Banking on the Brink of Transformational Change", November 18th, New York

FOR IMMEDIATE RELEASE / PRURGENT

(October 28, 2010, New York) "A private banker can help clients manage their finances, grow their wealth and free up more of their time. Maureen Coogan, vice president and senior wealth advisor at Bank of Hawaii Private Client Services, says access to such an objective, third-party advisor is especially important during difficult economic times." Indeed, 2nd Banking Leaders Forum, "Private Banking on the Brink of Transformational Change" (http://www.BankingLeadersForum.com), November 18th, New York City, will provide attendees with the insights to advance their businesses and take advantage of emerging markets that can?t be ignored.

As reported in Hawaii Business, Ms. Coogan suggests private bankers the following steps:

1. Get referrals: Like you would when seeking a doctor or lawyer, ask family and friends, and your attorney and CPA for private-banker referrals. Keep in mind that you want to build a strong advisory team that can work together with your best interests in mind.

2. Do your homework: Once you have a list of potential bankers, interview the people who would actually manage your account. Ask about their backgrounds and make sure you?re comfortable with them. You want a knowledgeable professional who is experienced.

3. Learn about benefits: Don?t be afraid to ask what your private banker will do for you. They generally provide traditional services like checking and savings accounts, but also help with retirement planning, business succession planning, and personal, mortgage and business lending. Your private banker will serve as your main contact for your banking and investment needs and provide access to a team of financial experts.

4. Gather records: Once you?ve chosen a private banker, organize your financial records and share them with your private banker. Knowing all aspects of your wealth and financial affairs will allow your private banker to properly advise you and suggest appropriate products and services.

5. Know what to expect: Communication in any relationship is important. Talk to your private banker about how he or she plans to keep you updated and how frequently. You should meet with your private banker at least once a year. You should continually inform him or her of any changes in your life ? new job, marriage, family births and deaths, and other significant events.

2nd Banking Leaders Forum, "Private Banking on the Brink of Transformational Change", is produced by GoldenNetworking.net (http://www.goldennetworking.net), the premier networking community for business executives, entrepreneurs, investors and diplomats, founded by former McKinsey consultant and Columbia Business School MBA Edgar Perez. Upcoming Golden Networking's Forums and Business Receptions include:
? High-Frequency Trading Happy Hour, (http://www.HFTHappyHour.com), November 9th, New York City
? 2nd Banking Leaders Forum, "Private Banking on the Brink of Transformational Change" (http://www.BankingLeadersForum.com), November 18th, New York City
? High-Frequency Trading Experts Workshop 2010, "Practical Implementation of High-Frequency Trading Strategies" (http://www.HFTExpertsWorkshop.com), November 22 & 23, Hong Kong
? Public Finance Leaders Forum 2010, "How Private Funds Can Invest in Government-Owned Property and Public Projects" (http://www.PublicFinanceLeadersForum.com), December 2nd, New York City
? High-Frequency Trading Happy Hour, (http://www.HFTHappyHour.com), December 7th, New York City
? 2nd Private Equity Leaders Forum, "Setting the Stage for Radical Transformation in 2011 and Beyond" (http://www.PrivateEquityLeadersForum.com), December 9th, New York City
? High-Frequency Trading Experts Workshop 2010, "Practical Implementation of High-Frequency Trading Strategies" (http://www.HFTExpertsWorkshop.com), December 9 & 10, New York

Golden Networking has compiled the insights of top experts and industry practitioners and produced DVD Video Packages for its Leaders and Experts Forums, including:
? 2nd China Leaders Forum DVD Video Package, "Is the Chinese Dragon Poised for Global Dominance or Economic Implosion?", http://www.ChinaLeadersForum.com
? Distressed Investing Experts Forum 2010 DVD Video Package, "Analyzing and Valuing Distressed Companies, Securities and Real Estate", http://www.DistressedInvestingExpertsForum.com
? Derivatives Leaders Forum 2010 DVD Video Package, "Strategies for Increasing Profits under an Evolving Regulatory Framework", http://www.DerivativesLeadersForum.com
? High-Frequency Trading Leaders Forum 2010 DVD Video Package, "Innovating and Profiting from High-Frequency Trading in 2010 and Beyond", http://www.HFTLeadersForum.com
? Hedge Funds Leaders Forum 2010 DVD Video Package, "Generating Alpha in Challenging Times", http://www.HedgeFundsLeadersForum.com
? High-Frequency Trading Experts Forum 2010 DVD Video Package, "Starting and Running a High-Frequency Trading Operation", http://www.HFTExpertsForum.com
? Distressed Investing Leaders Forum 2010 DVD Video Package, "Extraordinary Opportunities Investors Cannot Afford to Pass", http://www.DistressedInvestingLeadersForum.com
? China Leaders Forum 2009 DVD Video Package, "Addressing the Challenges Posed by the Present Wave of Chinese Globalization", http://www.ChinaLeadersForum.com
? Distressed Investing Leaders Forum 2009 DVD Video Package, "The Most Comprehensive Guide for Any Investor in Distressed Assets", http://www.DistressedInvestingLeadersForum.com

Panelists, speakers and sponsors are invited to contact Golden Networking by sending an email to infogoldennetworking.net. Golden Networking has been frequently featured in the press, including recent articles in The Wall Street Journal, "Happy Hour for High-Frequency Trading", The New York Times, "Golden Networking Helps Job Seekers Make Overseas Connections", Los Angeles Times, "Speed-addicted traders dominate today's stock market", Reuters, "Revamp looms as trading experts huddle at SEC" and Columbia Business School's Hermes Alumni Magazine, "10 Under 10".
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