BRANCH REFERRAL TRAINING

As a financial professional working within a financial institution, your ideal customers are entering and exiting your place of work every day. The hard part is identifying who these customers are and beginning a financial preparation conversation. To help bridge the gap, WealthVest has developed a comprehensive branch referral training program driven by our wholesaling teams, which provides your branch partners with the skills, knowledge, and confidence to effectively generate financial preparation referrals to your practice. Click the button below to gain access to the brochure explaining the entire training program.

To speak to a member of our wholesaling team about hosting a referral training at your branch click here or call 877-595-9325