Provides investment advisory and insurance services and works with clients with less than $1.0MM in investable assets
What is a Financial Advisor
100
Personalize your introduction with your name and role at the bank. Get there names too!
What is meeting clients with a welcoming introduction
100
Questions with "yes" or "no" answers and generally don't draw the client in to a "discovery" dialogue
What are questions to avoid asking a client.
100
A customer that we have confirmation has $1.0MM or more in investable assets and has an appointment with a Wealth Advisor.
What is a Qualified Referal
100
What pirates call treasure.
What is Booty
200
Works with our HCB partners to identify Private Bank opportunities, trains and coaches HCB teams (retail, small business, mortagage) and is internally focused.
What is Private Bank Representative
200
Use Mr or Ms. (name) unless invited by the client to do otherwise.
What is how you should refer to your clients
200
Who, What, When, Where, Why and How. Tell me about.
What is the rule of thumb to start quesitons with.
200
Handles the Mass Market with customers that have < $100,000 in investable assets. Can offer Mutual Funds and Annuities and opens IRAs and 529 Plans.
What is a Licensed Banker
200
Forcing a sailor to walk off the end of a plank and fall into the sea.
What is walking the plank
300
Specializes in personal trust matters
What is a Trust Professional
300
"Mr/Ms (name) we have been expecting you. Let me call (Harris Partner)"
What is scheduled clients are anticipated.
300
How may we help?
What is a question we can ask the client that shows we are genuinely curious about them
300
The segment that handles the Mass Affluent - clients that have $100,000 to $1.0MM in investable assets. They assist clients with Education, Investment and Retirement Planning
What is Harris Investor Services
300
Indicating such surprise that all your bones are shaking.
What is "shiver me timbers"
400
Provides comprehensive advisory services to HPB clients, works with clients with $1.0MM and more in investable assets and is externally focused.
What is a Wealth Advisor
400
Make the client feel at home. Cheerfully and efficiently take care of the client's immediate need.
What is making the customer feel welcome
400
Where you should start your conversation (on the CNA)
What is the 4th Quadrant
400
What is the segment that handles high net worth individuals with investable assets between $1.0MM and $25.0MM. They can assist clients with Tax Planning, Estate Planning Services and Business Succession Planning.
What is the Harris Private Bank
400
Pirates' name for the skull and crossbones flag.
What is Jolly Roger
500
Creates tailored asset management solutions and customized portfolio management.
What is a Portfolio Manager
500
Use judgment on the best location for the conversation - if privacy is required escort the client to a conference room
What is respecting privacy.
500
What are questions when asked give you the client's feelings, attitudes and opinions. An underlying objective that can bridge to alternative solutions or concerns that will need to be addressed
What are discovery questions.
500
What segment handles the ultra high net worth clients with over $25.0M in investable assets. Handles complex estate planning, tax & legal entity planning, philanthropic planning, risk management planning and alternative investment evaluations.
What is Harris myCFO
500
Another name for a pirate. A swordsman, a bully or boaster.