14 Questions Personal Bankers Get Daily

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Why is your bank fixed deposit rate lower than other banks? Banking starts with deposits and that's where savings and emergency funds are placed in....

Are you Behind Sales Target at the end of August?

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Are you Behind Sales Target at the end of August? A Slow August It is by no coincidence that many Personal Bankers take a much needed...

10 Questions Every Client Will Ask Every Year-End

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10 Questions Every Client Will Ask Every Year End For most in the financial industry, the year-end means reconciliation, reviewing and reporting.  For the deal-makers, the year-end...

How Do You Start Advising Clients in Your New Job?

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How Do You Start Advising Clients in Your New Job? If you are a new wealth advisor or just got onboard a new firm, how should you start...

3 Hot Tips for Personal Bankers in September

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3 Hot Tips for Personal Bankers in September September is the most important month of the year.  It is the beginning of the final lap...

How Do You Conduct a Year-End Review for Your Clients?

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How Do You Conduct a Year-End Review for Your Clients? Every year-end, comes the moment of truth for Wealth Managers, Priority Bankers, Private Bankers, Portfolio...

The Best Products to Start with for New Advisors

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The Best Products to Start with for New Advisors As new advisors, the biggest headache is to think of how to be a good wealth manager,...

10 Ways to Manage Your Financial Sales Target

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10 Ways to Manage Your Financial Sales Target Managing financial sales target is not easy.  Whether you are fresh out from university or an experienced...

8 Essential Skills to be a Top Wealth Manager

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8 Essential Skills to be a Top Wealth Manager Every year, many enter into the Wealth Management industry, becoming Financial Advisors, Personal Bankers, Priority Bankers, Assistant...

8 Reasons Why Dual Currency Can Help to Build a Strong Relationship With Clients

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8 Reasons Why Dual Currency Can Help to Build a Strong Relationship With Clients   No. 1 You get to Engage Clients Anytime, 24 Hours a...