35 min
Case Study: Bank Increases Revenues with Advisor Financial Planning Adoption Stathis-Mittel Industry Leadership & Success
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- Investing
This episode is a case study on how to increase financial planning adoption and the resulting program productivity effects.
We will talk with two program executives, and trainer, and an advisor to learn about effective training strategies, success measurement, and business impact.
This episode is a case study on how to increase financial planning adoption and the resulting program productivity effects.
We will talk with two program executives, and trainer, and an advisor to learn about effective training strategies, success measurement, and business impact.
35 min