SLIDESHOW: BIC’s Top 50 Bank Reps
1. William Oliver, Wells Fargo
What's valuable to a client is developing a big-picture financial plan that addresses financial, investment management, insurance and estate issues, says William Oliver, this year’s top advisor in BIC’’s top 50. When clients panic, he points to the long-term financial plan to show them where they stand in relation to their long-term goals.
