To be a successful bank advisor, conventional wisdom says it's all about relationships.
Advisors build their books by first building relationships with tellers and loan officers, hoping to gain referrals. Then they build relationships with customers, hoping to get their investable assets to manage, and to get referrals for their friends and business associates.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access