Quick story, and we’ve never related any stories, till now:
Last week, I spoke to a Divisional Exec. VP, at one of the Top 5 Banks in the U.S., about what their internal process is looking like, right now.
Answer: “We’ve been moving key, specially trained Wealth Management-Type Personnel, new & old, around to areas where we know lots of new opportunity, wealth and investment will soon present itself. Some of these people, have even moved across states, for these new opportunities. We’ve geared up professionally, for the upcoming events, and especially for our Top Tier Clients, existing and future. Everything is in place and we’re waiting for these new opportunities to emerge shortly.”
