4. Obstacles 1 Protective Bank Mentality 3 Incorrect Assumptions 2 Fear of Deposit Conversion 4 View Investments as Peripheral 6 Lack of Sales/Service Culture 5 Fail to See Personal Benefits
5. Overcoming Obstacles 1 Integrate with Bank Operations 3 Introduce Bank Staff to Clients 5 Follow Up Regarding Referrals 2 Include Bank Staff in Meetings 4 Educate Bank Employees