Financial Services Firm Success Story -
Challenge: The Vice President in charge of training for a large full-service regional brokerage and investment banking firm needed assistance in providing insight to their experienced brokers about the needs of small business owners and how to effectively market financial services to them.
JCS Solution: We participated in an expert panel discussion to provide the experienced participants with insight into the do’s and don’ts of broker initiated contacts with small business owners. We also provided unique insight into how to develop financial relationships with growth-oriented women business owners.
Results: Our comments stirred up a great deal of conversation among the participants of this firm that was a member of the New York Stock Exchange. The Vice President felt the information shared would be very valuable to helping the brokers grow their businesses and believed we brought home several critical points for the brokers to be aware of in trying to effectively market to small business owners.
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