Tuning In to the Bank Channel
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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.

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

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Transcript

  • 1. Tuning in to the Bank Channel Mark Hall David Rendall
  • 2. WHY BANKS?
  • 3. Benefits Leverage Bank Relationships Accelerate Process Build Trust
  • 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. 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. this will take TIME
  • 7. The Bank is Your Client - Internal - External
  • 8. Three Types of Referrals Experienced a Windfall Long-Term Bank Relationship New or Small Investor often overlooked
  • 9. Provide Direction Provide Consultation Provide Education
  • 10. Clients to Avoid Exclusively Invested in CDs Frequent Traders
  • 11. You need to find the right fit . . . . . . this will not work with every bank
  • 12. SUCCESS requires a two-way RELATIONSHIP based on TRUST
  • 13. How We Can Help Planning Consulting Presentations Guidance Experience Relationships
  • 14. we know what makes banks TICK
  • 15. Market Street Consulting David Rendall [email_address] 919-222-6295 Mark Hall [email_address] 919-989-7055
  • 16. presentation design Michael Lowstetter Smooth Stone Resources
  • 17.