Trying to increase your fee-based business, but not sure how to do it? Your clients probably aren’t asking for this arrangement, so how should you broach the subject?
That’s just one of the topics we covered in our webinar earlier this week with three of our Top 50 bank advisors. And in case you missed it, you can find it here.
You’ll hear our panelists discuss the best way to get clients on board with the idea as well as step-by-step details on how to actually build fee-based business.
As part of our annual Top 50 section, we conduct quarterly surveys and webinars with the winners on a handful of broad topics. This was the last one of 2011 and included Bill Oliver from Wells Fargo, Don Greater from Central Bank & Trust and Doug Leonzi from National Penn Bank. (The webinars this year, as well as the top 50 rankings, were sponsored by PrimeVest.)
Enjoy the discussion and give us your opinions on our message boards.
Lee Conrad writes for Bank Investment Consultant.