We’d love to help you explore how our program can elevate your branch’s referral efforts.
Bank Referral Training Program
AuguStar Retirement is committed to providing training and education to our partners in an on-going effort to support and grow their business. This referral training program was designed specifically for use in branches like yours, as a guide to effectively create opportunities and referrals for financial professionals.
Reasons to launch your referrals
The opportunity
A recent study showed that the opportunity to provide financial advice is overlooked, and a majority of customers are open to receiving additional guidance, resulting in growth for your business.
The program
We offer a comprehensive program that can be catered to your specific preferences, from the amount of time we spend with you to the content that we cover.
The materials
Our library of materials is designed to make learning and digesting information easy and memorable. From the materials we use during the in-person training to the “leave behinds” that keep employees engaged moving forward.
What’s next?
Let’s connect!
We look forward to seeing how we can support your sales journey with AuguStar!
