NETWORKING 101: Finding the Right Bank Partner

| Posted: 2024

Ready to Shop for Bank Products at the Trade Show?
Your Ultimate Guide to Navigating the Exhibition Hall

The expo hall is a bustling and exciting place! With so much happening it can be difficult to know where to start. Here’s a quick guide to help you make the most of your experience. There are a ton of different bank products and solutions that could be beneficial to your business, but for the example below we’ll say you’re shopping for a taxpayer advance loan program.

1. Pre-Show Research and Planning

Before you step foot into the bustling marketplace, a bit of homework can go a long way.


  • Identify Key Exhibitors: Browse the list of exhibitors and note their offerings, such as taxpayer advance loans. Jot down their booth numbers and locations.
  • Schedule Meetings: If possible, set up meetings in advance. This ensures you get dedicated time without the rush.
  • Prepare Questions: Here are a few examples to get you started when shopping for a refund advance loan product:
    • What are the terms and fees associated with your refund advance products?
    • How quickly can taxpayers receive their advances?
    • What is the approval process like?
2. Set Clear Objectives

Knowing what you aim to achieve will streamline your efforts and maximize your gains.


  • Outline Your Goals: know what you’re looking for in a product to help you narrow down your choices. For example, if keeping costs low for you and your customer is a priority, identify 2-3 products with competitive rates and terms.
  • Understand Integration: Get clarity on how these products can be integrated with your current tax preparation software.
  • Support & Marketing: Learn about any additional support or marketing materials provided by the banks.
3. Network Efficiently

Networking is your golden ticket to forming valuable relationships and gaining insider insights.


  • Elevator Pitch: Prepare a concise introduction highlighting your interest in refund advance products. For example: “Hi, I’m [Your Name], a tax preparer specializing in individual tax returns. I’m looking to expand our services to include taxpayer refund advances to better serve our clients.”
  • Engage in Conversations: Don’t hesitate to ask other tax preparers about their experiences with taxpayer advance loans or banks.
  • Follow Up: Collect business cards and take notes. Send personalized follow-up emails post-show to continue the conversation.
4. Take Notes and Follow Up

The information you gather will be crucial for making informed decisions.


  • Organize Information: Use a notebook or app to capture details about each product.
  • Collect Materials: Gather brochures, flyers, and business cards, and keep them organized.
  • Evaluate Options: After the show, review your notes and compare products. Consider program launch dates, approval times, and customer service.
  • Timely Follow-Up: Reach out to exhibitors soon after the show to discuss integration.

Ready to make the most of your trade show experience?

Start prepping now and take the first step toward offering the best taxpayer refund advance products to your clients!

Download The Refund Advantage Brochure