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Patti Branco,
president of PB Management Solutions, is a financial
services industry expert, coach, author and
professional speaker. She enjoys a successful track
record that spans over 20 years in the financial
services arena. First, as a successful registered
representative, rising through the ranks to senior
management, and later as an independent consultant,
building and developing investment programs,
coaching leaders, and increasing revenue in
financial institutions. Her
vast experience includes sales and sales management
as a First Vice President in the bank and brokerage
industry.
Patti has helped thousands of registered reps in the
financial services industry reach their goals by
becoming a ‘whole broker’. She believes there are
many overlooked attributes, that combined, can
create a million dollar producer.
Patti brings real world solutions to help you become
a ‘whole’ broker, with
attention given to every aspect of your development.
New or merely stuck, Patti provides tools,
guidelines, and strategies necessary to build or
jumpstart a dynamic practice.
Patti has a
distinguished twenty year track record of
financial services industry success. She knows
this business from every perspective.
She
has been widely quoted and called upon as an
expert by major publications including USA
Today, Chicago Tribune, Registered Rep,
Horsesmouth, and the Wall Street Journal Online,
and has had the privilege of working with many
notable firms. |
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Patti Branco is a financial services
industry expert, coach, author and
professional speaker. She enjoys a
successful track record that spans over 20
years in the financial services arena.
First, as a successful registered rep,
rising through the ranks to senior
management, and later as an independent
consultant, building and developing
investment programs, coaching leaders, and
increasing revenue in financial
institutions.
This book is based on over 20 years of
successful coaching, managing and observing
the best practices of top producers.
Read
a few chapters from Patti's book |
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