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In an era of evolving financial landscapes and impersonal interactions with large institutions, the concept of private banking can sound like a compelling option for certain individuals. In today’s episode Jackie Ruppel, Senior Vice President of Private Banking at Johnson Financial Group sits down with host Kelly Mould to answer the question “Is Private Banking right for you?”. They go inside of how it works, who it’s for and its benefits.

The Personal Touch in an Impersonal World

Judith, a business owner, raised a concern that resonates with many individuals in today's fast-paced world: the diminishing personal touch from larger national banks. She misses the days when knowing her banker was the norm, but found herself with a banker located an entire state away. Jackie, addressed how private banking offers a personalized solution.

  1. A Single Point of Contact: One of the core benefits of private banking is having a single point of contact – a financial professional who gets to really know you and understands your unique financial situation, goals, and preferences. Private bankers strive to be more than just financial advisors; they become confidants and partners in your financial journey.

  2. Customized Solutions for All Stages of Life: Private banking recognizes that your financial needs evolve over time. Whether you're a busy professional, business owner, or a family person, private bankers work to create customized financial strategies that cater to your current and future objectives. This approach ensures that your financial plan aligns seamlessly with your life's stages.

  3. Expertise at Your Fingertips: Private bankers are well versed in their field. They collaborate with your portfolio managers, investment advisors, and other experts to provide comprehensive and cohesive financial advice. Even though you still only need a single point of contact this collective intelligence ensures that your wealth management strategies are both well-informed and effective.

  4. Navigating Complex Financial Decisions: Private banking is not just about managing your investments; it's about providing actionable advice for a range of financial decisions. From managing credit and mortgages to optimizing investment portfolios, private bankers offer insights that empower you to make informed choices, even in intricate situations.

  5. Legacy and Generational Planning: As your life evolves, so does your family's financial landscape. Private bankers take a holistic approach, providing assistance not only to you but also to your children. The legacy planning aspect ensures that your hard-earned wealth is preserved for future generations and distributed according to your wishes.

  6. Unearthing Hidden Opportunities: Amidst the dynamic financial markets, private banking identifies and maximizes hidden opportunities for growth. For instance, private bankers can introduce lines of credit that leverage your investment portfolio, allowing you to seize investment opportunities that may arise.

  7. Trust and In-Person Interaction: In an era of digital transactions, private banking promotes trust through face-to-face interaction. The ability to personally know your banker, discuss your financial concerns, and receive advice in a human-centered manner reinstates a sense of security and understanding often lacking in today’s conventional banking experiences.


As the podcast episode suggests, the benefits of private banking extend beyond managing assets – it's about managing your financial aspirations, understanding your unique circumstances, and creating strategies that adapt to your life's journey and maximize your wealth. It's about having a partner who is vested in your financial success, someone who goes beyond transactions to offer insights that empower you to make the best financial decisions for yourself and your family. So, whether you're a business owner seeking a more personal touch or a professional looking for comprehensive financial guidance, feel free to reach out today to learn more about our private baking offerings.

Additional Episodes

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Mark Rose
Mark Rose, VP Private Banking, Milwaukee, WI

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