Frontline Branch Series is a 4-part, comprehensive series for beginning and new frontline professionals that focuses on creating a client friendly environment on a budget.

This series will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for employees and the client, resulting in the optimal institution of the future.

The series includes group discussion and problem solving, fresh ideas through presentation, and a case-study.

• September 24 - Culture Shifting in Financial Institutions
• October 29 - Wowing A Client
• November 19 - Your Advisory Role
• December 17 - Ambassadorship & Growth