One pervasive and troubling pattern has surfaced from our experiences coaching Bank Financial Advisors. This discovery not only hurts a client's financial future but places a lid on advisor production. It is pervasive across the country-- bankers ignore clients at risk and refer those who do not have an urgent need for an Advisor's services.
Your clients' serious assets outside the bank are often mismanaged, Bank Advisors are inundated with service calls from unproductive clients and your large depositors leave from lack of attention.
Through this conference lecture, we can help you rethink the referral process and provide a host of ideas to create synergies between Bankers and Financial Advisors.
