How many perfect referral opportunities do you think slip through the fingers of your colleagues at the bank every day?
I hear stories all the time about bank employees answering customer questions but stopping short of actually recommending them to the resource they often need: the bank advisor. Whose fault is that?
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access