White Paper on Developing a Successful Investment Program: Branch, Book and Marketing

Once a financial institution (FI) has completed the transition of its financial services investment program to a new broker dealer (B/D), the most important goal for most programs is to grow the revenue. There are several steps to take to ensure the successful implementation of your investment program and the success of the financial advisors hired to provide guidance and customer service to clients. CFS and SPF provide a step-by-step process that will help any program – both start up and existing – to achieve their growth goals.

Click here to read the white paper.