A transcript of Catherine’s May 24, 2012 interview of Jamie Bartholomew Aller and Andrew Bartholomew on How Do I Find a Great Local Bank? – The Next Generation is available to Subscribers!

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Also find it in the blog post; at the Subscriber Resource Page, and in the Solari Report Archives.

From the transcript:

Catherine: And now we’re going to turn to our topic of the evening – “How Do I Find a Great Local Bank?” And, of course, you know me. I want to start with a story.

In 2006, I was banking in Tennessee at a very fine local community bank. And then I started Solari Investment Advisory Services, and I decided to add my cousin’s bank – National Bank of Malvern which is run by my cousin Lydia Willits Bartholomew in Malvern, Pennsylvania. Lydia and I are both the great-granddaughters of Frank Willits, who, believe it or not, was a farmer and a former secretary of agriculture of Pennsylvania.

And after working with the National Bank of Malvern for a year or so, the person who was running our books at the time came to me and said – as we were starting the Solari Report, and the business activity was going up – “Would it be possible to close down our other accounts in Tennessee and just do business with the National Bank of Malvern?” Because their customer service was so excellent.

And so we did.

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