Cheri Butcher
Cheri Butcher
bank customers debt department investment loan might necessary obligation plan refer services
As a bank we have a fiduciary obligation to our customers and their money. The services necessary for an individual's investment plan might not all come out of the same department. We might refer them to our loan department for debt consolidation for example.
added consider people realize surprised themselves value
Most people don't consider themselves as having many assets. They are often surprised to realize the value of all that they have when it is added up.
confident work
You need to feel comfortable and confident in the person you are work with. There has to be a connection.