The Bank Broker's Handbook: A Step-by-Step Guide for Success in Your Branches

If you are looking for a current bank broker training guide and resource, you can't afford to miss this...


The Bank Brokerage Handbook is a step-by-step guide to provide you the training you need to succeed in today's bank environment and the Covid-19 world. This book is specifically designed for registered representatives newly working in the bank.


The training material has been battle-tested in the real world and has been proven to work. This guide will help you to close more sales, gather more asset and increase your income. It gives you timely insight into what it takes to succeed as a newer bank broker.


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 worked in the bank environment while I was a Series 7 stockbroker and RIA. During my wholesaling career I worked with numerous bank programs including the Bank of Oklahoma. I worked directly with the bank to develop and market training programs and sales ideas to guide their bank brokers to maximum sales. I used much of the material in this handbook to train the Bank of Oklahoma brokerage division. In addition, a number of other bank brokerage departments have used this manual to train their brokers including Regions Bank. So this information has be used to train the best.


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

Author: Andy Lapointe

Publisher: Independently Published

Publication Date: May 23, 2021

Number of Pages: 70 pages

Binding: Paperback or Softback

ISBN-10: NA

ISBN-13: 9798508575571