How to Increase Your Branch Referrals: A Training Manual for Registered Representatives

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:

Author: Andy Lapointe

Publisher: Independently Published

Publication Date: Jun 10, 2021

Number of Pages: 50 pages

Binding: Paperback or Softback

ISBN-10: NA

ISBN-13: 9798518553613