Format: Webcast/Audio Conference/Interview/On-Demand

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Course/Product Description

A Business Development Officer's Guide To Selling Non-Traditional Financial Products

Date / Time: Recorded
Format: Webinar

A Business Development Officer's Guide To Selling Non-Traditional Financial Products
For most financial institutions, non-interest fee income is the lifeline to revenue growth and income diversification.

This webinar teaches you how to strategically focus and effectively integrate non-traditional financial products such as Corporate Investments, Trust Services, and Insurance into your institutions' product lineup - resulting in an enhanced client/member relationship and positively impacting your bottom-line.

What You Will Learn

In addition to the lecture portion of this webinar, you will receive a detailed 'Non-Traditional Financial Products Resource Guide' that calling officers have found to be an invaluable resource and sales tool.

This Resource Guide includes the following detail for each product:

  • 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?
Who Should Attend

Business Development/Calling Officers, Lenders, Treasury Management Sales Team Members, Credit Analysts, and Internal Product Developers/Trainers

The Presenter:

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.
Licenses / Designations / Educational Credits: CEU
All US States: 2.5
All Canadian Provinces: 2.5
Other Details:
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Recorded Price: $345.00
More Info: Contact Us For More Information

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