12/19/2019: Performance Results Network
Teleconference: Don’t Forget About Investments
Date: Thursday, December 19, 2019
Duration: One-Hour
Prerequisite: Proactive Relationship Banking
Audience: Managers, Sales Bankers and Tellers
Description
As you review your profiles looking for missed opportunities, you might notice the investments category is often ignored, or the amount of information gathered is minimal. We will review how to transition from any category to investments as well as discuss the most important probing questions to uncover clients’/members’ or prospects’ investment needs.