OVER THE TOP – CREATING CONNECTIONS BETWEEN BUSINESS BANKING AND WEALTH MANAGEMENT

Baby Boomer business owners are beginning to “exit” or retire in large numbers.  The challenges of monetizing the value of their businesses, planning their retirement years, and planning their investment strategies are enormous – they’re seriously self-reliant.  This is equaled only by the challenges of implementing effective joint efforts between branch, relationship management, and wealth management team members to attract, retain, and broaden relationships with exiting business owners.  In this session you will hear the wealth sales leader in a traditionally commercial bank share highlights of her strategy to reach over the top of departmental walls to create an experience that works for the bank’s business owner customers.