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Course Details

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

Webinar: ID# 1006115
Date: Recorded
A Business Development Officer's Guide To Selling Non-Traditional Financial Products
About This Course:
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'll 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?
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A Business Development Officer's Guide To Selling Non-Traditional Financial Products
Available on CD or On-Demand formats
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