Brokers at Bremer Bank are trying a new way to attract investment services business from existing bank customers: theyre teaming up with the bankers, and they're doing so in more than a perfunctory way.
At the urging of management, brokers and bankers now hold joint annual review meetings with customers in a coordinated quest to better define customers financial needs, uncover assets they might hold elsewhere, and ultimately persuade them to develop a financial plan.
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