There is a basic assumption that all business people have at least one core competency, usually refined from their domain experience and expertise. Think farmers and husbandry, accountants and taxation. Banks don't readily fall into this category.
The mainstream banks have long lost the ability to understand customers. We won't go there as I'd never get this post finished but if I tell you that my personal banker moved (aren't I the lucky one?) and I wasn't informed then you know where this goes. And that's before we start on offshoring...(mental note - definitely don't go there!)
Professionals are in a unique position to leverage that situation. Nothing concentrates the mind more than managing wealth or kick starting a great idea and clients absolutely expect you to take the financial lead. When you do so from a position of what I call 'client intimacy' you're much better placed to deal with financiers of all stripes. Sounds obvious doesn't it? But what do you do when your friendly bank manager is dishing out uninformed business advice or is suggesting software packages because they've got a deal with the supplier?
Rather than have a go at them, why not engage in a conversation that explores the value each can bring to the table. Isn't that what all the pro2pro boozing and schmoozing should be about? Gently remind them that accounting software is (probably) your bailiwick. Get them to understand your governance process when creating forecast cashflows. Ask them to attend your client get-togethers. Ask them to help you communicate to your principle client groups. They should have 'on the ground' expertise around common issues which can be fruitfully shared and which will help clients see that banks have more to offre than moneylending. Invite them to subscribe to your take on local events, expressed over your website. Make them an integral part of your inter-connected network of trusted advisors.
Make this a 'must-do' item because when you commit to communication among professionals, everyone's a winner, especially your cherished clients.