VIEWS: 4 PAGES: 2 CATEGORY: Business & Economics POSTED ON: 6/13/2010
In this role, he wears several hats - event planner, insurance agent, wealth management adviser and investment broker. Wagner organizes seminars on subjects like risk management, estate planning and asset management that accounting professionals need for their mandatory continuing education credits.
MEETINGS & CONVENTIONS Seminars help create business, build relationships banks, North Jersey Community Bank, in Englewood Cliffs and Som- erset Hills Bank, in Bernardsville. Jupiter Images BY SHANKAR P. relationships with CPA firms or attor- Freedom Bank recently started SEMINARS AND workshops are cost- neys,” he said, “and hopefully they working with Wagner to host semi- effective ways to drum up business, will refer some of their clients to us.” nars for accounting professionals at as some banks, accounting firms and Robert Seifert, managing direc- CPA firms. “If and when any of their independent business consultants in tor at the accounting firm of clients want to talk to a bank, we the state have discovered. Gramkow, Carnevale, Seifert & Co. hope we would have the opportuni- TD Bank’s Ramsey branch, LLC, in Oradell, also has attended ty,” Fitzgerald said. Small businesses Freedom Bank, in Oradell, First several such seminars for education usually trust their CPA firm to advise Choice Bank, in Marlboro’s Mor- credits. He has on occasion referred them on their choice of banker, Wag- ganville, and the Citizens Communi- to sponsoring banks clients of his ner said. ty Bank, in Ridgewood, are some that who “are dissatisfied with their [cur- Freedom Bank so far has hosted are using such meetings effectively to rent] banks,” he said. just a couple of Wagner-organized find and sign on creditworthy busi- Banks sponsor such seminars seminars, but already has landed ness customers. They use independ- since they get to network with partic- some business through them, Fitzger- ent business development consult- ipating CPAs, who in turn can refer ald said. One is a local professional ants to help them navigate their way Through seminars and workshops, participants can earn continuing education credits. their clients for commercial services firm with a seasonal business to such customers.
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