How to Increase Your Branch Referrals: A Training Manual for Registered Representatives
Language: English
Published by Independently published 2021-06, 2021
- Softcover
- New
Seller: Chiron Media, Wallingford, United KingdomChiron Media
5-star seller
AbeBooks seller since August 2, 2010
Softcover
Condition: New
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- Title
- How to Increase Your Branch Referrals: A Training Manual for Registered Representatives
- Author
- LaPointe, Andy
- Publisher
- Independently published 2021-06
- Publication year
- 2021
- Condition
- New
- Binding
- PF
- Language
- English
- ISBN 13
- 9798518553613
- Series
- Book 1 of 2: The Bank Brokers Handbook Series
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:
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:
"Synopsis" may belong to another edition of this title.
Chiron Media
Wallingford, United Kingdom
5-star seller
AbeBooks seller since August 2, 2010
Shipping rates from United Kingdom to U.S.A.
| Item | 14 to 21 business days | 14 to 21 business days |
|---|---|---|
| First item | US$ 20.46 | US$ 20.46 |
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WRAP Ltd
Unit 4, 119 Loverock Rd
Reading, United Kingdom RG30 1DZ
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