If you are a registered representative working in a bank envirnoment and looking for proven strategies and techniques to increase your branch referrals, you can't afford to miss this... This Branch Referral Handbook is a step-by-step guide to provide you everything you need to strengthen your relationships within your branches, maximize your inbound referrals and increase your income. The material in this training manual has been battle-tested in the real world and has been proven to work. Why listen to what I have to ...
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If you are a registered representative working in a bank envirnoment and looking for proven strategies and techniques to increase your branch referrals, you can't afford to miss this... This Branch Referral Handbook is a step-by-step guide to provide you everything you need to strengthen your relationships within your branches, maximize your inbound referrals and increase your income. The material in this training manual has been battle-tested in the real world and has been proven to work. Why listen to what I have to say? That's a fair question. You see, I spent 15 years in the corporate world as a Series 7 stockbroker, mutual fund/separate account wholesaler and RIA (registered investment advisor) and was a CIMA (Certified Investment Management Analyst) candidate. I started my wholesaling career working with bank brokerage departments and worked directly with several different banks to develop and market training programs. This training material has be used to train the best bank brokers in the industry. The information is practical, easy to understand and most important it contains action guides and checklists to get you started fast. Also check out my Bank Broker's Handbook, too:
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Add this copy of How to Increase Your Branch Referrals: A Training to cart. $8.02, new condition, Sold by Ingram Customer Returns Center rated 5.0 out of 5 stars, ships from NV, USA, published 2021 by Independently Published.
