Bankers As Brokers: The Complete Guide to Selling Mutual Funds, Annuities and Other Fee-Based Investment Products

Gackle, Merlin,Andelman, Bob

ISBN 10: 1557387028 / ISBN 13: 9781557387028

Published by Probus Professional Pub, 1994

About this Item

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Seller Inventory # S_468628613

Bibliographic Details

• Title: Bankers As Brokers: The Complete Guide to Selling Mutual Funds, Annuities and Other Fee-Based Investment Products
• Publisher: Probus Professional Pub
• Publication Date: 1994
• Language: English
• ISBN 10: 1557387028
• ISBN 13: 9781557387028
• Binding: hardcover
• Condition: Very Good

About this title

Synopsis

Until recently, bankers could do little to stop the flow of customer deposits into non-bank investment products. Not only were they facing disintermediation of dollars but, perhaps more importantly, disintermediation of customers as well.
Now banks can fight back - by offering their customers the full range of financial products that they have been looking for. Bankers as Brokers is the banker's definitive guide to starting, running and succeeding with an investment products line.
This comprehensive overview takes bankers through the critical elements of the investment products business, helping financial institutions develop a program that fits their needs and their customers.
Bankers as Brokers offers strategies on increasing income, customer retention and new business with a wholly integrated program. It also identifies and addresses the potential problems in the area, including deposit cannibalization and regulatory concerns.

About the Author

Bob Andelman is the author of 11 books, including his first biography, Will Eisner: A Spirited Life. Three of his co-authored books - Built From Scratch (written with the founders of The Home Depot), The Profit Zone (with Adrian Slywotzky) and Mean Business (with Albert J Dunlap) - were business bestsellers. His latest books include The Profiler (with Pat Brown) and his first work of fiction, The Consulate, a spy thriller written with Thomas Stutler. He also wrote a trio of sports-related books: Stadium For Rent, Why Men Watch Football, and The Corporate Athlete.

As the host of "Mr. Media" -- the popular online radio and TV show -- Andelman has posted more than 700 interviews with Hollywood, pop culture and media celebrities since beginning in February 2007.

Andelman lives in St. Petersburg, Florida, with his wife, teenage daughter and dogs.