My client was bored with a bank branch manager role.

He needed more stimulation. The biggest challenge was his very strong geographic ties to his current location.  He was also a jack of many trades, which may sound appealing, but it is difficult to market in this day and age.

We re-branded him as a diversified product expert, including the complex world of mortgages.

He just pivoted to work for a large mortgage originator where he is in deep-dive learning mode, familiarizing himself with mortgage products from the ground up.

With interest rates expected to stay low, he is pumped for a new career!


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