Financial Advisors in Banks and Credit Unions
Author | : Alex Spencer |
Publisher | : Spencer Consulting Team, LLC |
Total Pages | : 220 |
Release | : 2021-09-10 |
ISBN-10 | : 1737751100 |
ISBN-13 | : 9781737751106 |
Rating | : 4/5 (00 Downloads) |
Book excerpt: Resources that answer these questions for financial advisors? They're in no short supply. But for those in a bank or a credit union, it's harder to come by advice that addresses the specific challenges of making sales and running a business in their environment.Which is why Alex Spencer wrote Financial Advisors in Banks and Credit Unions: Your Blueprint for Success. Drawing from both interviews with financial advisors and more than two decades of advisory, managerial, and wholesale experience, Alex illuminates the secrets to prospecting, selling, and running an efficient business at a financial institution-in a clear, practical, no-nonsense style.