We are passionate and focused on the success of every Financial Advisor we serve. By providing the right tools and effective training to your referral sources, specifically the CSR’s, Branch Managers, and Loan Officers, we can lend a hand to help reach investment program goals. 

The C.A.R.E. Relationship Process combines the efforts of your financial institution, advisors, and Infinex to build a referral strategy that is most suited to your culture and goals.  After identifying your objectives, we will recommend a comprehensive program to be delivered to your financial institution either in person or virtually.  These proven methods change the mindset from “I have to Sell” to “I have Something of Value to Offer”. It changes the directive to “Value Added” opportunities for your staff and clients.

C.A.R.E. Programs include:

  • 3 Phases of Workshops
  • Informative Newsletters
  • Webinars
  • Monthly Referral Tips
  • Sample Sales Promotions
  • Success Stories
  • Branch Incentives
  • Refresher Seminars
Qualified Referral Training

Proprietary Referral Training

C.A.R.E. Retail Development Process provides winning strategies for a steady flow of qualified referrals.