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Spotting Referral Opportunities from Lending to Deposits or Wealth Management

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Word of Mouth

When asked how most financial institutions get new business most will say it's by "word of mouth advertising". Word of mouth is by far the most cost effective and easiest way to get new business.


Investment Opportunities for Lenders

I was in a branch recently speaking with a group of investment people. I asked what sales goals they were working on that week.