Grow Your Business with B2B Bank Dealer Services

Building a successful practice

Our objective in this section is to offer the users of our services information and access to:

Best practices in the use of our platform and nominee accounts
Suggestions on how to make the most of the services we offer to get new business
Opportunities for you to become more efficient and save money
Case studies of advisors and dealers that have been successful in adopting best practices
A suite of related resources and materials to help promote your business and services:
- Best practices for managing your book
- Selecting a dealer
- Managing your costs
- Prospecting new clients
- Prospecting Groups and IPPs
- Buying or selling a book
- Considering CIRO
- Starting a dealer

For more information, contact your National Distribution Director.