We had the opportunity to work with an institution that was very, very rural (more than 100 miles from any major city), and wanted to start and become successful at the investment business. Recruiting an experienced advisor would be difficult, and the bank staff had no knowledge in this area. After some significant consultation with our staff, a combination dual-employee/platform model emerged - a model that would rely heavily on training, tracking, and executive level involvement.

The result was a high-functioning investment division of this bank that grossed in excess of $450k in its first year of operation. Today that institution produces revenue over twice that amount - in a setting no other investment firm had ever even thought to serve.