Tuning in to the Bank Channel Mark Hall David Rendall
WHY BANKS?
Benefits Leverage Bank Relationships Accelerate Process Build Trust
Obstacles 1 Protective Bank Mentality 3 Incorrect Assumptions 2 Fear of Deposit Conversion 4 View Investments as Periphera...
Overcoming Obstacles 1 Integrate with Bank Operations 3 Introduce Bank Staff to Clients 5 Follow Up Regarding Referrals 2 ...
this will take TIME
The Bank is Your Client - Internal - External
Three Types of Referrals Experienced a Windfall Long-Term Bank Relationship New or Small Investor often overlooked
Provide Direction Provide Consultation Provide Education
Clients to Avoid Exclusively Invested in CDs Frequent Traders
You need to find the right fit . . .  . . . this will not work with every bank
SUCCESS requires a  two-way RELATIONSHIP  based on TRUST
How We Can Help Planning Consulting Presentations Guidance Experience Relationships
we know what makes banks TICK
Market Street Consulting  David Rendall [email_address] 919-222-6295 Mark Hall [email_address] 919-989-7055
presentation design Michael Lowstetter   Smooth Stone Resources
 
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Tuning In to the Bank Channel

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Helping financial advisors discover the benefits of collaborating with community banks.

Published in: Business, Economy & Finance
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Tuning In to the Bank Channel

  1. 1. Tuning in to the Bank Channel Mark Hall David Rendall
  2. 2. WHY BANKS?
  3. 3. Benefits Leverage Bank Relationships Accelerate Process Build Trust
  4. 4. Obstacles 1 Protective Bank Mentality 3 Incorrect Assumptions 2 Fear of Deposit Conversion 4 View Investments as Peripheral 6 Lack of Sales/Service Culture 5 Fail to See Personal Benefits
  5. 5. Overcoming Obstacles 1 Integrate with Bank Operations 3 Introduce Bank Staff to Clients 5 Follow Up Regarding Referrals 2 Include Bank Staff in Meetings 4 Educate Bank Employees
  6. 6. this will take TIME
  7. 7. The Bank is Your Client - Internal - External
  8. 8. Three Types of Referrals Experienced a Windfall Long-Term Bank Relationship New or Small Investor often overlooked
  9. 9. Provide Direction Provide Consultation Provide Education
  10. 10. Clients to Avoid Exclusively Invested in CDs Frequent Traders
  11. 11. You need to find the right fit . . . . . . this will not work with every bank
  12. 12. SUCCESS requires a two-way RELATIONSHIP based on TRUST
  13. 13. How We Can Help Planning Consulting Presentations Guidance Experience Relationships
  14. 14. we know what makes banks TICK
  15. 15. Market Street Consulting David Rendall [email_address] 919-222-6295 Mark Hall [email_address] 919-989-7055
  16. 16. presentation design Michael Lowstetter Smooth Stone Resources
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