Licensed Branch Employee Programs, when implemented correctly, are a proven way to:

  • Deepen and enhance existing financial institution client relationships
  • Increase household profitability
  • Increase the number of services per household
  • Efficiently deliver investment and/or insurance services to mass market clients
  • Provide capacity for your full-time advisors to focus on more affluent clients

Infinex provides proactive, consultative support to financial institutions from a leading expert on LBE Programs.  Christine Strickland, Vice President of Marketing, has over 15 years of experience implementing proven best practices in LBE programs to further their success.  She will work with your program to provide:

  • Program structure consulting - compensation, goals/accountability, product menu and role of the advisor
  • Sales and cross-selling training content and facilitation
  • Communication planning and execution
  • Sales tools specifically designed for LBEs


When it comes to LBE program success, one size does NOT fit all.  The program structure, tools and training have to compliment the financial institution's goals and culture.