Seminars help create business, build relationships by ProQuest


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.

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									                                                                     MEETINGS & CONVENTIONS

Seminars help create business, build relationships                                                                                                                                         banks, North Jersey Community
                                                                                                                                                                                           Bank, in Englewood Cliffs and Som-
                                                                                                                                                                                           erset Hills Bank, in Bernardsville.

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           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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