HOLLYWOOD, FLA. - Program managers and bank advisors may not agree on everything, but most likely they see eye-to-eye on one thing: the desire to increase an advisors production.
Two sessions at the Bank Insurance & Securities Associations annual conference this week focused on this theme. Tony Cole of Anthony Cole Training Group presented insights on coaching strategies in his session Precision Coaching. Nathan Bergeland, founder of SuccessQuest, a provider of productivity tracking software for financial institutions, discussed the importance of tracking referral activity in his session Referral and Activity Management.
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