Case Study: Developed a de-novo brokerage operation to take advantage of existing relationships
Challenge: How does a bank cover 20 branches with minimum of brokers while maximizing profit?
Action:
- Hired three brokers and conducted extensive retail training to generate qualified referrals.
- Maximized broker efficiency by implementing a system for branch-scheduled appointments.
Result: Within six months, achieved $20K per month in net profitability.
