Research shows that the bank with which a customer deposits their retirement investments is where they will deposit the majority of their funds, including checking and other types of savings. This session will focus on investment probing questions and transition lines to other financial categories.
WHO SHOULD ATTEND?
This interactive session will benefit those who lead new account representatives and those who open new accounts.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.