That’s right.
You saw that Randal discovered added benefits such as exclusive access to wholesale IPOs and streamlined margin lending origination.
You also recognised that Randal’s relationship with you strengthened and he was open to doing more business because of the help you provided.
Not quite.
Some bankers fear that they will lose touch with their clients after referrals like this one. In fact, the opposite usually occurs and the experience strengthens the banker’s relationship with their client.
You also saw that Randal discovered added benefits such as exclusive access to wholesale IPOs and streamlined margin lending origination.
