Research on Platform Investment Reps

The Business Case For Bank Platform Investment Sales Reps

A 9-page PowerPoint presentation that examines the pros and cons of starting a platform program. (January 2013).

Price: $500

A Fresh Look At Platform Banker Investment Reps 

A 12-page PowerPoint presentation that examines the sag in platform rep productivity and the differences between banks with and without platform reps (April 2015).

Price: $500