The Advocate for Your Business

As tax season approaches, many clients face the challenge of managing significant tax payments, which is a prime opportunity for financial professionals to help their clients explore options such as leveraging lines of credit. It’s important to frame the conversation in a strategic way. Here are some speaking points for financial professionals to do so.

The Bancorp is committed to investing in young talent by giving students the opportunity to gain practical knowledge through meaningful work in the financial industry.

A large tax bill can catch anyone off guard, and the best way to handle this unpredictable situation is to start conversations early on. As financial professionals meet with clients to proactively plan for the 2024 tax season, one of the first items to cover should be how to strategically pay their 2023 tax bill by utilizing assets, preserving wealth, and keeping portfolio investments in place.

Through our Institutional Banking business, The Bancorp works with financial professionals to offer clients unique banking solutions that help provide financial flexibility and keep their wealth management goals on track.

From fostering leadership to promoting environmental friendliness and supporting working families, the vibrant ERGs at The Bancorp create an environment where diversity thrives, and inclusion ignites innovation! Our Employee Resource Groups (ERGs) help drive our inclusive culture by empowering employees to connect, collaborate, and grow professionally.

Contemplating a rewarding experience in The Bancorp Internship Program? Dive into a firsthand account of an intern from The Bancorp Internship Program Class of 2023!

For clients looking to manage debt, The Bancorp SBLOC can provide an option that simplifies loan payments in tandem with working toward wealth management goals.

Financial professionals regularly provide guidance to clients on major life decisions like planning for retirement. When it comes time for financial professionals to step down from the industry, it’s important to have a solid and structured plan in place.

The Bancorp Internship Program provides students from diverse backgrounds with meaningful work experiences, an opportunity to learn, and allow them to gain practical knowledge in their field of study from experienced professionals in the financial industry. Meet our Intern Class of 2023!

Understanding and applying financial concepts is necessary for anyone looking to manage their money confidently.

When facing liquidity challenges, selling loans and leases on a secondary market can be a strategic option to optimize balance sheets, manage lending limits, and collect additional fee income.

What happens when a medical practice is ready to set the stage for its next chapter? As we travel further into our Create Your Own Story series, our Institutional Banking team shares how an Insurance-Backed Line of Credit can help owners of medical facilities expand their practice.