One of the primary benefits of working as a financial advisor within a bank or credit union is the access to the institution's customer base from which to draw and develop a client base.

But what if—as is all too often the case among many smaller regional and community programs—the institution doesn't support the investment program? Worse still, what if the institution actually restricts your marketing efforts? The reasons for it may be as varied as the programs themselves, but the bottom line is that when it happens, the rep is left largely to whither on the vine.

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