BMO Nesbitt Burns 1
Richard Mills, President (ret.) of BMO Nesbitt Burns addresses an important issue this multimedia case. All of their surveys over the last five or ten years have indicated that their clients want financial planning as part of BMO Nesbitt Burns fundamental offering. So the issue is how to introduce financial planning, which is a fairly technical skill, to a group of people who are not traditionally offering this service to their clients.
BMO Nesbitt Burns
Financial and insurance activities
More than 10,000
Greater than $25 million
Type of Entity
Human Resource Management
Level of Difficulty
Enhance sales force management knowledge
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