Financial Advisors in Banks and Credit Unions: Your Blueprint for Success

How do I get more appointments? How do I motivate my prospects to buy? How do I scale my business? 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 in a financial institution. No matter whether you’re new to advising in a bank or credit union or a seasoned veteran looking to emulate the most successful advisors in the business, this guide is for you.