One fundamental key to success for any bank or credit union investment advisor is the ability to integrate oneself into the culture of the branch or institution. That means more than just being socially accepted as a co-worker. It means creating value to become an integral member of the staff.

The first challenge that often needs to be overcome, especially for advisors new to their branches, is to simply fit in. Doing that means gaining the trust of the branch staff. Too often new advisors are so excited about their new position that they tend to come on a little too strong to the branch staff. Part of the blame for that may lie with the new advisor's program manager or branch manager.

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