In the bank channel, fee business is still the exception, not the rule. Likewise, working in teams is not the norm.

Christopher Cotterell colored outside the lines when he decided to embark on both strategies: First, starting right out of the gate building a fee business, and later, after getting to know a new advisor who had joined the bank, suggesting that they partner and split the fees 50/50. The process was slow, taking him years to get where he is now, but it has been a success.

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

Don't have an account? Register for Free Unlimited Access