Calendar of Events

A Business Development Officers Guide to Selling Non-Traditional Financial Products

01/24/2018, 1:30 PM to 3:30 PM

No location provided

Amy Davis adavis@msbankers.com 601-948-6366

Description:

A Business Development Officers Guide to Selling Non-Traditional Financial Products
 

Presented by Suzie Jones
Wednesday, January 24th, 2018
1:30 pm - 3:30 pm CT


WHAT YOU WIL 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:

  • 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?
Register here