HOLLYWOOD, Fla. -- What's the best way for a bank program to increase business? Whether a program manager believes in hiring new advisors or coaching the current staff to greater heights, there's one piece of good news. On either side of that fence, there are experts here at the annual BISA conference who would agree.
Kehrer Bielan Research & Consulting conducted a new study for one of the conference sessions that concluded less than 7% of bank customers have an investment relationship with the bank. When narrowing the focus to just mass-affluent customers, the percentage is 20%--a definite improvement but still not as high as most banks would prefer.
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