EXPLAIN how you go about identifying prospective new banking clients?
By concentrating on the prospective investment. This not only helps you to build wealth, but it ultimately enables you to produce an extra revenue flow in the years leading up to pension.
You can provide incentives to your customers by advertising your bank while also dealing with bankers and customers. Furthermore, it has a direct link to the lending industry.
Make a referral-based benefits program available. Referral programs entice existing clients to disseminate the word about your company in exchange for an incentive.