Vancouver-based brokerage firm Odlum Brown Ltd. is implementing the PriceMetrix productivity program across its Canadian sales force.
The PriceMetrix program aids financial consultants in identifying ways to maximize their performance. Advisors using the program can develop more effective and efficient service models, ensuring that they are able to bring the right expertise and attention to the right clients.
Each Odlum Brown investment advisor, branch manager and investment assistant now has access to the full PriceMetrix program. “We saw tremendous value in the PriceMetrix program from our first exposure. We quickly became convinced that it would be a powerful addition to our firm,” said Debra Hewson, president and CEO.
Odlum Brown rolls out PriceMetrix productivity program across sales force
Advisors who use the program can develop more effective and efficient service models
- By: IE Staff
- September 13, 2007 September 13, 2007
- 14:27