Case Study: Created a revolutionary Private Client Group
Challenge: How does a bank get the Trust, Brokerage and Insurance areas to work together to give the most valuable clients the best service possible while maximizing share of wallet?
Action:
- Developed team selling compensation and referral system.
- Designed and implemented an automated sales management system to support team selling.
- Provided unique financial planning and business transition planning through strategic partnerships.
Results: A superior offering that resulted in attracting medium-sized business owners away from brokerage firms and large banks to a regional banking organization.
