How to use Education-Based Marketing to Generate Referrrals

Presented by

Luke "Kip" Owen, Business Development Offcer at Truebridge, Inc.

About this talk

First, we'll take a look at the advantages and barriers banks face when it comes to providing a full range of financial products to their customers. Second, we'll introduce education-based marketing and how it can be used to increase relationships with customers . Finally, we'll discuss possible next steps for bank marketing and sales professionals that are on the call.

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Every demonstration will be focused on using education in way that both provides a valuable service to bank customers while at the same time generates referrals and appointments for the bank sales reps.