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The 8 Steps to Bank Setup
The 8 Steps to Bank Setup
Warning
Warning
The quality of your outcome depends on following each step in order.
Do not skip ahead. Each step builds on the previous one. Skipping steps will compromise your results.
FOR SUPPORT AND GUIDANCE
Join Saturday Night Dialogues
(early check-in begins at 8:30PM, live at 9PM)
The quality of your outcome depends on following each step in order.
Do not skip ahead. Each step builds on the previous one. Skipping steps will compromise your results.
For support and guidance, join Saturday Night Dialogues at (early check-in begins at 8:30PM, live at 9PM)
Member Message
Member Message
Your number one goal is to establish a relationship, NOT to find out if
they know about the RV. That comes in time.
Your number one goal is to establish a relationship, NOT to find out if they know about the RV. That comes in time.
8 Steps | Exclusive Private Coaching Call (Never Released)
8 Steps | Exclusive Private Coaching Call (Never Released)
Before beginning the 8 Steps, you are required to watch at least the first 30 minutes of this private coaching call.
This session includes common mistakes to avoid, real bank experiences, and how to properly approach the process.
Do not skip this step. Your understanding here directly impacts your results as you move forward.
For ongoing analysis, discussions, and
weekly briefings, visit the YouTube
channel below.
STEP 1
Find a Tier One Bank
Google “Tier 1 bank near me.” Make a list of 1–3 banks and choose one to contact.
Do NOT call asking if they're a tier 1 bank. Most people answering the phone don't know. Just follow the instructions and search online. (IMPORTANT) - A Tier 1 bank is ONLY where you will Exchange Your Currency. the Wealth Management Department of that Bank or a Private Wealth Managment firm is who will MANAGE Your Wealth
STEP 1
Find a Tier One Bank
STEP 2
Confirm They Currently Exchange Currency. If they don’t ask for the branch address that does.
STEP 2
Confirm They Currently Exchange Currency. If they don’t ask for the branch address that does.
STEP 3
Do Not Mention RV, Dinar, or Related Terms
STEP 4
Open a Basic Checking or Savings Account
STEP 5
Prepare for Your Wealth Manager Appointment
If you have not completed Steps 1–4, do not proceed. Call or in person ask for the contact information for a Wealth Manager because you are coming into a large sum of money. Let them know you are interviewing several Wealth Managers to see who may be a good fit. Get the Wealth Managers contact information and proceed to #6.
Guidance Text Here
STEP 5
Prepare for Your Wealth Manager Appointment
If you have not completed Steps 1–4, do not proceed. Call or in person ask for the contact information for a Wealth Manager because you are coming into a large sum of money. Let them know you are interviewing several Wealth Managers to see who may be a good fit. Get the Wealth Managers contact information and proceed to #6.
STEP 7
Wealth Manager questions
Use the questions exactly as provided, or tailor them to your specific situation.
Access Wealth Manager Questions
Understand the questions First don't Just blindly send them
STEP 8
Email the Questions Days Before Your Appointment
STEP 8
Email the Questions Days Before Your Appointment