In the current, evolving environment for Bank Investment Programs, now is the time to evaluate your current strategies. Is your distribution model effectively reaching every available bank customer? How do you decide between Dedicated-only, Hybrid, Annuity, Life Insurance, and NASD 6 and 7 strategies? Is your program as profitable as it could be? Should you outsource your Brokerage Department? What is the right product mix for Platform Reps? Are you driving effective behaviors between FCs and LBs? Does Bank Senior Management truly support your program?
These issues affect all Bank Investment Programs regardless of their size. If you are interested in learning more about how we can help you maximize your program’s potential, contact Bruce Stava at bruce@licensedbanker.com for a confidential discussion, at no cost or obligation.
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