A regional bank has a perplexing problem - it was in an affluent market, had a group of wire-house trained advisors, spent heavily on promotion, but was not getting anywhere near the results hoped for. Again, through a process of active engagement and consultation, a staff member of USAdvisors Network put together a business development plan that made several subtle changes to the tactical operating processes at the bank (particularly in the area of referral generation), and targeted considerable efforts at re-training the advisors to adapt to the bank environment they were now a part of. Lastly, a training program for senior management was instituted that taught them the proper ways to support and fuel the success of the investment program.

Within months, the bank’s investment program saw revenues climb over 40 percent, with almost no incremental expense. Further, the program and advisors became far more integrated with the institution, and the program has become a gem amongst the bank non-core business units.