Our experience grants us the opportunity to provide you a customized turnkey approach to program implementation or conversion. We are committed to helping financial institutions build their business, be a reliable investment program provider, enhance client relationships, grow profitability and retain business that might otherwise be lost to a financial planning firm or another financial institution. Our vast experience has yielded benchmarks for estimating a branch’s sales potential that affords accurate business planning. Our time spent in the industry has refined our advisor training and activity management.
We take great pride in closely managing our representatives. We provide all training and management support at no cost. All representatives new to BAR Financial are required to attend our 3-day Induction Training. We also offer multiple ongoing training sessions on the local and national levels.
Our team specializes in managing turnkey platform fixed annuity solutions that complement successful dedicated programs. We have created and managed some of the most successful platform programs in the country, and provide hands-on tools specifically developed to help Licensed Bank Employees (LBEs) flourish.
The relationship between branch employees and the investment representatives is, no doubt, one of the keys to a successful investment program. Not only do we have a library of referral training materials, we offer several referral and incentive programs that address this correlation.
The more knowledgeable your advisors are, the more value their clients gain from their relationship. We ensure our advisors stay on schedule and on top of our latest trainings on the local, national and global levels.