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: