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 IIROC
    • Starting a dealer
Banking That Works For Advisors®