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?
Continuing Education Credits:
Click the 'Credits' tab above for information on PHR/SPHR, PDCs, and other CE credits offered by taking this course.