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For those of you that work/have worked in a branch setting

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Mar 13, 2014 2:05 pm

This may only apply to a few of you.  I am just over a year in the business and have made it to this point through my own marketing efforts.  Next month, I have the opportunity to move my business into a bank branch for a few years. 

For those of you that have been in this setting, how is your prospecting and pipeline flow?  What processes do you follow that may be different from cultivating from cold calls and cold walks?  What are the 1 or 2 things you have done that made the most difference in AUM?

Mar 14, 2014 1:34 am

I have worked in a bank setting. All depends on the quality of the bank you are at. It can be a very good deal. Get in good with the bankers and branch managers and they will refer you clients. It is a good place for someone new to start. Gets you some good experience and clients. But really it all depends on the relationship you have with the branch. I know some bank brokers that never got referrals, and I know some that got tons. The one thing to remember is do not get comfortable with the bank referrals. Remember to always be prospecting, even if you get referrals, always be looking for outside clients. Bank sales managers get impressed when you bring in outside clients.