we do make a good link to new clients and we have focused on existing client base to book appointments for investments as well… Ideally if you see that a chequing account has large deposits – you can always call your client and give them the benefit of how about making some extra money? Funds lying in a chequing account do not earn any interest. Once you have gained that trust from clients – always ask a client “if you did benefit by meeting me today and you do see a value can you refer me to a friend or family to me? ” Most of my business has always come in from referrals from existing clients. You can also plan to have some much focused advice sessions at your branch and invite existing clients where in you can offer some advice on investing and educating your clients. I also find greater success when my service team identifies opportunities because they do the transactions of negotiating cheques/ drafts at the counter and refer it to an investment planner to invest wisely .Reward and Recognition to your team will go a long way.
tobiaw211712 