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

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.