For most financial institutions, non-interest fee income is the lifeline to revenue growth and income diversification. Strategically focusing and effectively integrating non-traditional financial products into an institutions' product lineup will result in an enhanced client/member relationship and will positively impact the bottom-line of the organization.
What You Will Learn:
Detailed discussion on how to recognize prospects and either sell or refer to your internal expert or correspondent bank/credit union partner:
- Corporate Investments
- Foreign Exchange
- Retirement Plans
- Self-Directed Brokerage
- Discretionary Investment Management
- Trust Services
Insurance (Personal and Business)
The workshop provides a detailed Non-Traditional Financial Products Resource Guide that calling officers have found to be an invaluable resource and sales tool. The resource guide includes the following detail for each product:
Who Should Attend
- Prospect profile
- Benefits to the client
- How does the client pay for the service?
- Client needs met with this product
- Key terminology
- Conversation starters
- What is a Registered Investment Advisor and how is it different from a broker?
Business Development/Calling Officers, Lenders, Treasury Management Sales Team Members, Credit Analysts, and Internal Product Developers/Trainers
Over a 22-yr period, Suzette (Suzie) Jones, CFP® helped launch and build an Investment Division for a major regional financial institution resulting in assets in excess of $11B and revenues exceeding $25M. She understands the strategic and competitive advantage these non-traditional products can provide an organization - both on the lending and depository side.
Her experience gives her a unique prospective and ability to provide business development officers with the insights and tools they need to successfully sell non-traditional bank products.
Cannot Attend The Live Presentation?
This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.