How to Increase Your Branch Referrals: A Training Manual for Registered Representatives: 1 (The Bank Brokers Handbook Series) - Softcover

LaPointe, Andy

Softcover

ISBN 13: 9798518553613

Publisher: Independently published, 2021

Synopsis

If you are a registered representative working in a bank envirnoment
and looking for proven strategies and techniques to increase your
branch referrals, you can't afford to miss this...


This Branch Referral Handbook is a step-by-step guide to provide
you everything you need to strengthen your relationships within your
branches, maximize your inbound referrals and increase your income.


The material in this training manual has been battle-tested in the
real world and has been proven to work.


Why listen to what I have to say?


That's a fair question. You see, I spent 15 years in the corporate
world as a Series 7 stockbroker, mutual fund/separate account
wholesaler and RIA (registered investment advisor) and was a
CIMA (Certified Investment Management Analyst) candidate.


I started my wholesaling career working with bank brokerage
departments and worked directly with several different banks to
develop and market training programs. This training material
has be used to train the best bank brokers in the industry.


The information is practical, easy to understand and most important
it contains action guides and checklists to get you
started fast.


Also check out my
Bank Broker’s Handbook, too:

Edition details

• Publisher: Independently published
• Publication date: 2021
• Language: English
• ISBN 13: 9798518553613
• Binding: Paperback
• Number of pages: 48