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Get large institutions to bend standard rules through strategic communication
Anyone needing exceptions from banks, large corporations, or institutions
Immediate - can be applied todayWhat Success Looks Like
Institution agrees to exception that normally wouldn't be granted
Steps to Execute
1
Clearly articulate your specific need and situation
2
Call and assess if you have good or bad agent
3
If bad agent, hang up and call again
4
Explain situation in detail to good agent
5
Ask for specific exception rather than general help
6
Be persistent but respectful
Checklist
Clear explanation of need prepared
Patience for multiple calls if needed
Specific ask rather than vague request
Reasonable justification ready
Inputs Needed
- Legitimate business need
- Time for multiple phone calls
- Clear communication skills
- Patience for bureaucratic process
Outputs
- Rule exceptions granted
- Faster service
- Better terms than standard offering
Example
“Convincing Schwab to allow $4,000/day ATM withdrawals across 6 accounts for wedding expenses in India”