The topic for this episode is “Growth Beyond the Branches” and we use BISA’s recent research report of the same name as a basis for the discussion. Our guests are Mike Miroballi of Huntington, and Brian Surovik of Ameriprise.
Topic covered include:
The evolving role of the branch
The future of the branch-based advisor
Branches as “community centers”
Countering less referrals with higher quality referrals